Sharpely Ai

Overview

Sharpely Ai is a very small, individually owned advisory firm that provides portfolio management for individuals and small businesses. The firm’s client base is concentrated — only three clients — and its investment approach centers on publicly available pooled vehicles rather than direct-stock active trading or large alternative allocations. Compensation mixes a percentage-of-AUM fee with the potential for performance-based fees, which suggests fee arrangements tied to outcomes for select client relationships. Sharpely Ai is not positioned as a multi-state or pension consultant adviser, and it does not identify as an active ESG investor. The firm classifies itself as unclassified and does not act as a capital allocator to outside private managers.

Assets & Accounts

Investments & Alternatives

Location & Offices