Andvari Associates LLC

Overview

Andvari Associates LLC is a small, fee-based investment adviser organized as a limited liability company that provides discretionary portfolio management primarily for individuals and small businesses. The firm shows a clear preference for equity exposure, using exchange-traded instruments as its primary allocation vehicle. Its client base mixes individual and family investors with some institutional relationships, and it offers multiple fee arrangements including percentage-of-AUM, hourly, fixed-fee and performance-based structures. Andvari does not position itself as an ESG investor and does not appear to operate as a multi-state pension consultant or a related-adviser network. Investment activity centers on actively managed, discretionary accounts where equities and exchange-traded products form the backbone of portfolios. The firm also sponsors a small private hedge fund, indicating a willingness to run or access pooled alternative strategies alongside separately managed accounts. Advisory work is focused on straightforward portfolio management rather than broad institutional consulting or pension advisory services.

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Public Holdings

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Location & Offices