ASBURY RESEARCH LLC

Overview

Asbury Research LLC is a small, individually owned investment advisory firm that runs discretionary portfolios for a narrow client base of high-net-worth individuals and small institutions. The firm’s investment activity centers on public funds and mutual funds as the primary vehicle for client exposure; that asset class represents the bulk of the firm’s managed assets. Asbury Research supplements public fund allocations with third-party hedge fund strategies, indicating a willingness to use alternative managers for diversification and return enhancement. Service offerings are focused on portfolio management for individuals and small businesses, delivered under a fee model that includes percentage-of-AUM and subscription-based arrangements. The firm does not position itself as an ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or capital allocator. Its scale and structure suggest boutique, high-touch relationships rather than broad institutional servicing.

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Investments & Alternatives

Location & Offices