SUARUM INVESTMENT MANAGEMENT, LLC

Overview

Suarum Investment Management, LLC is a boutique advisory firm that focuses on discretionary portfolio management for high-net-worth individuals, families and institutional clients. The firm charges fees as a percentage of assets under management and runs portfolios for both personal and business/institutional accounts. Its practice favors customized, actively managed portfolios rather than passive model-only approaches. Suarum does not market itself as an ESG investor and is not structured as a multi-state adviser or a capital allocator; its business model centers on providing direct advisory and portfolio management services to a concentrated client base.

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Location & Offices