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 SEC-registered limited liability company that provides institutional portfolio services. The firm is structured to serve institutional clients and is compensated on a percentage-of-AUM basis. Its registered activities identify it as a commodity pool operator and commodity trading advisor and it also performs portfolio management for investment companies. Teucrium is not positioned as an ESG investor, is not a multi-state adviser, and does not present 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

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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

    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