THE EIDEARD GROUP, LLC

Overview

The Eideard Group, LLC operates as a boutique independent RIA and venture capital sponsor that combines portfolio management for individuals and pooled vehicles with selection-of-adviser duties. The firm tilts heavily toward publicly traded equities as its primary investment vehicle while maintaining an active role in originating and overseeing private investment vehicles. Its advisory mix includes discretionary and non-discretionary mandates, plus sponsor/GP responsibilities for pooled funds, which signals a dual focus on client-directed wealth management and direct capital allocation into alternative strategies. Investment activity shows a capital allocator mindset: the firm runs at least two private funds, including a venture capital vehicle, and routinely places capital into private equity, private placements and real estate alongside more traditional mutual funds and exchange-traded instruments. Fee arrangements are flexible—percentage of AUM, fixed and hourly fees, and performance-based fees are all used—allowing The Eideard Group to tailor economics to both individual and institutional client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices