808 Investments

Overview

808 Investments is a small, independent registered investment advisor organized as a limited liability company that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-assets and fixed fees and manages client portfolios with an equity-first orientation. Its activity centers on direct market exposure through exchange-traded securities and pooled vehicles rather than running proprietary alternative asset programs or acting as a capital allocator to external private funds. 808 Investments is not positioned as an ESG-focused adviser and does not list pension consulting or related-adviser relationships. The business model is client-focused and hands-on: relatively few relationships, each with meaningful asset levels, managed on a discretionary basis through one primary custody relationship.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices