Estee Advisors LLC

Overview

Estee Advisors LLC is organized as a limited liability company and is classified in the FINTRX snapshot as an institutional registered investment adviser serving an institutional client base. The firm reports advisory services that include portfolio management for individuals and small businesses as well as for pooled investment vehicles. Its fee arrangements include a standard percentage-of-AUM schedule and performance-based fees, which is consistent with managing pooled vehicles or strategies that have incentive-fee components. FINTRX indicates the firm is not identified as an active ESG investor and is not flagged as a multi-state adviser. The firm lists industry affiliations with broker-dealers and commodity-related entities (CPO/CTA and futures commission merchant), suggesting experience or registration around futures and commodity activity. FINTRX also marks the firm as owned by a combination of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Location & Offices