Teucrium Investment Advisors, LLC

RIASEC Registered
Total AUM
$277M
Discretionary
$277M
100% of AUM
Avg account
$21.3M
Accounts
13
Employees
12
Advisory reps
4

Firm details

Headquarters
Burlington, Vermont
CRD number
318799
Registered since
March 11, 2022
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Teucrium Investment Advisors, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves institutional clients and charges fees as a percentage of assets under management. Its stated business activities identify it as a CPO/CTA and its advisory work centers on portfolio management for investment companies. Teucrium is not described as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Sal Gilbertie

    Sal Gilbertie

    Chief Executive OfficerCRD 4650816

  • Charles Harris

    COOCRD 5973723

  • Cory Mullen-rusin

    Cory Mullen-rusin

    Chief Financial OfficerCRD 7503079

Unlock 1 more executives →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Burlington, VT

Chittenden

Location

Burlington, VT

Headquartered in Burlington, VT, anchoring the Burlington-South Burlington-Barre, VT metro in the Northeast.

Metro area
Burlington-South Burlington-Barre, VT
Region
Northeast
County
Chittenden
Address
3 Main St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth