The Raelipskie Partnership

Overview

The Raelipskie Partnership is a corporate wealth manager and capital allocator that manages discretionary portfolios for both individual/family clients and institutional accounts. The firm uses a percentage-of-AUM fee model and positions equities as its primary preference, running separately managed accounts (SMAs) and blended multi-asset portfolios. It identifies as an active ESG investor and includes the selection of third-party advisers among its advisory services, indicating a tilt toward outsourced manager relationships and co-investment access alongside internally managed sleeves. Investment activity centers on liquid equity exposure through exchange-traded vehicles for core beta and tactical overlay, supplemented by private-market commitments for return enhancement and diversification. The firm’s advisory mandate spans portfolio management for individuals and small businesses, portfolio management for institutions, and selection of other advisers, reflecting a mix of direct portfolio implementation and allocator behavior.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices