Waterfront Advisors

Overview

Waterfront Advisors operates as a small, independent registered investment adviser organized as a sole proprietorship and focused on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, charging both percentage-of-AUM and fixed fees. Waterfont Advisors runs discretionary portfolios (its entire $3.0M AUM is discretionary) and appears to favor liquid, exchange-traded exposures alongside pooled mutual fund holdings. It is not positioned as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. Investment activity centers on public equities and pooled vehicles, with a material allocation to exchange-traded equities and supplemental use of mutual funds. The firm also allocates into real estate through third-party managers as an alternative exposure rather than building direct operating platforms in-house. Custody is handled through Interactive Brokers LLC.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices