WRENN HOUSE INVESTMENTS LLC

Overview

Wrenn House Investments LLC is a small, privately owned registered adviser that provides discretionary portfolio management to individuals, families and small businesses. The firm combines a traditional investment management approach—centered on publicly available pooled vehicles—with selective exposure to private-market strategies. Its fee model mixes percentage-of-assets and fixed-fee arrangements, and the adviser does not position itself as a capital allocator or sponsor of third‑party funds; instead it implements client exposure to outside managers when it uses alternatives. Investment activity is concentrated in mutual funds and other public pooled funds for core equity and fixed‑income exposure, with supplemental allocations into corporate debt for income and liquidity management. On the alternatives side the firm uses external managers for hedge fund strategies, real estate and private credit to provide diversification and return enhancement for clients willing to accept less liquid investments. Wrenn House Investments is not an active ESG investor and is structured to serve a modest client base rather than large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices