Blumberg B+V Advisors, LLC

Overview

Blumberg B+V Advisors, LLC is a small, fee-based advisory firm that focuses on portfolio management for individual and small business clients. The firm operates as a limited liability company with an individual owner structure and runs a traditional percentage-of-assets advisory model. Investment activity favors liquid equity exposure: the firm’s stated preference is equities, with a substantial portion of client capital placed in exchange-traded instruments. Blumberg B+V Advisors is not positioned as an ESG-driven manager, does not act as a pension consultant, and does not operate as a multi-state adviser. Portfolio management is handled on a discretionary basis for the full scope of the assets reported, and the business model centers on managing concentrated client relationships rather than mass-market distribution. Custody and operational workflows appear centralized through a single primary custodian, supporting a lean infrastructure and straightforward custody arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices