ENCLAVE ADVISORS, LLC

Overview

Enclave Advisors, LLC is an independent registered investment adviser that acts as a capital allocator for high-net-worth individuals, families and select institutional clients. The firm runs fee-based portfolio management primarily as discretionary mandates, with a clear preference for equity exposure delivered largely through exchange-traded instruments. Enclave emphasizes third-party manager allocations alongside in-house portfolio construction: its publicly reported holdings and custodial mix show a tilt toward liquid, low-cost ETFs for core equity exposure combined with allocations to external hedge fund and real estate managers for diversification and potential return enhancement. Enclave was founded and registered with the SEC in 2012 and was named a Top 300 RIA by the Financial Times in 2020.

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Public Holdings

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Location & Offices