Allevid, Inc.

Overview

Allevid, Inc. is a very small independent registered investment adviser that manages concentrated, equity-focused portfolios for a handful of individual and family clients and small businesses. The firm operates on a percentage-of-AUM fee model and provides financial planning and portfolio management services. Investment activity is dominated by exchange-traded equities, suggesting a preference for liquid, publicly traded instruments and a portfolio construction approach that favors tradability and cost control over extensive private placement exposure. Portfolios are run on a discretionary basis, allowing Allevid, Inc. to adjust holdings without client-by-client approvals. The firm is not positioned as an active ESG investor and does not advertise multi-state adviser status, so its client base and compliance footprint appear intentionally modest. Given the tiny client count and concentrated asset base, Allevid, Inc. is likely tailoring portfolios individually rather than operating standardized mass-market strategies.

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Public Holdings

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Location & Offices