ACTUARIAL DIRECT LLC

Overview

Actuarial Direct LLC is a small, owner-operated investment adviser that provides portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and emphasizes equity exposure, using exchange-traded instruments as its primary vehicle. Its regulatory filings show it acts as sponsor, general partner, or managing member of pooled investment vehicles, indicating it can both advise on third-party funds and operate pooled structures for clients. Client focus and product mix suggest a hands-on, client-level approach rather than large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices