THE ENSEMBLE TEAM
Firm details
- Headquarters
- SEATTLE, Washington
- CRD number
- 331144
- Registered since
- July 22, 2024
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
The Ensemble Team is a limited liability company that registered with the SEC in 2024 and positions itself as a capital allocator and manager-of-managers. The firm’s principal advisory activity is the selection of other advisers: it evaluates and selects external investment managers to implement client strategies rather than running a large in‑house suite of portfolio managers. Ownership is reported as a domestic entity with an individual owner. The firm reports a nonstandard fee structure and does not identify as an active ESG investor. It is not classified as a multi‑state adviser, pension consultant, or related adviser. The Ensemble Team lists an industry affiliation with an insurance company, which suggests ties to insurance-related distribution, product sourcing, or client relationships that use insurance platforms. That affiliation may influence the types of manager relationships or product wrappers the firm prefers when constructing client solutions.
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2MARK JAEGER
COO & CCOCRD 1308398
ADRIEL TAM
Founder & CEOCRD 5301024
Contacts
1 of 1MARY ANN FERREIRA
Financial PlannerCRD 704062
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SEATTLE, WA
KING
Location
SEATTLE, WA
Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 450 Alaskan Way S
- Time zone
- PT (UTC-8)
- Office locations
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