TROVE INVESTMENT ADVISORS LLC

Overview

Trove Investment Advisors LLC is a small SEC-registered advisory firm formed in 2021 that provides portfolio management primarily for individuals and small businesses. The firm serves both individual/family and institutional clients and charges clients via a mix of percentage-of-AUM and fixed fees. Trove does not identify as an ESG investor, does not act as a capital allocator, and does not offer pension consulting or related-adviser services. Service offerings focus on discretionary portfolio management for smaller client relationships; the firm reports managing mostly equity exposures and supplements those with externally managed alternative and mutual fund strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives