ADVISIFI LLC

Overview

Advisifi LLC is a small advisory firm focused on portfolio management for individuals and small businesses. The firm is SEC-registered and positions itself as a fee-based advisor (percentage of AUM plus other fees) that emphasizes public fund allocations and integrates ESG considerations into portfolio construction. Advisifi does not act as a direct capital allocator; instead, it relies on third-party managers for alternative exposures. The firm also maintains a broker-dealer affiliation, which can influence product access and distribution practices. Investment activity centers on pooled public funds as the primary vehicle for client exposures, with supplemental allocations to external real estate strategies. Given the firm’s client mix—individuals, families and some institutional relationships—Advisifi appears to run diversified, fund-centric portfolios calibrated to retail-sized account levels.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices