Teucrium Investment Advisors, LLC

RIASEC RegisteredEst. 2022
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 registered with the SEC in 2022. The firm serves institutional clients and charges fees based on a percentage of assets under management. Its regulatory and business profile identifies it as active in commodity-focused activities: Teucrium operates as a CPO/CTA and provides portfolio management for investment companies. The adviser does not identify as an active ESG investor and is not structured as a multi-state adviser or a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Charles Harris

    COOCRD 5973723

  • Brian Mackenzie

    Chief Compliance OfficerCRD 5258949

  • Cory Mullen-rusin

    Cory Mullen-rusin

    Chief Financial OfficerCRD 7503079

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth