EMPIRIC INSTITUTIONAL

Overview

Empiric Institutional is a small, fee-based registered investment adviser that manages portfolios for individuals, families and small businesses while also providing portfolio management services to business or institutional clients. The firm’s filings show a clear equity emphasis: most assets are held in exchange-traded equities and the adviser operates separate managed account strategies (SMAs) rather than only pooled or wrap products. Empiric Institutional lists advisory activity alongside broker‑dealer and other adviser affiliations, which suggests a hybrid operating model that leverages brokerage custody and execution relationships to implement individualized equity strategies. The firm charges a percentage-of-assets fee and is structured as a limited liability company. It does not position itself as an active ESG investor and is not described as a capital allocator; its approach reads as direct equity management supplemented by mutual funds where broader exposure or diversification is required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices