Buttonwood Group Advisors LLC

RIASEC RegisteredEst. 2026
Total AUM
$240M
Discretionary
$240M
100% of AUM
Avg account
$10M
Accounts
24
Employees
4
Advisory reps
2

Firm details

Headquarters
Uniondale, New York
CRD number
173608
Registered since
February 23, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Buttonwood Group Advisors LLC is organized as a private equity manager that works primarily with institutional investors. The firm’s advisory activity centers on portfolio management for pooled investment vehicles rather than separate-account advisory. Its compensation structure combines a percentage-of-assets fee with performance-based fees, aligning pay with fund outcomes. The firm lists industry affiliations that include a broker-dealer relationship and connections with other investment advisers. The firm is registered with the SEC (registration year listed as 2026) and is classified as a private equity fund manager. It does not identify as an active ESG investor and does not operate as a multi-state adviser under the descriptions provided.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Stephan Stein

    President & Chief Operating Officer, Executive Committee MemberCRD 3238494

  • Joseph Dibartolo

    Joseph Dibartolo

    Chief Compliance OfficerCRD 1626360

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Uniondale, NY

Nassau

Location

Uniondale, NY

Headquartered in Uniondale, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Nassau
Address
1000 Rxr Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth