Griffin Family Partners, LLC

Overview

Griffin Family Partners, LLC is an independent registered investment adviser operating as a limited liability company and serving a concentrated base of individual and family clients. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals, small businesses and institutions, and the selection of other advisers. It also operates an insurance brokerage practice, indicating the firm incorporates insurance solutions into client planning and risk management. Investment activity tilts toward equities: the firm reports a clear preference for exchange-traded equities and manages most client assets on a discretionary basis. Griffin Family Partners uses separately managed account structures and third-party managers as part of its toolbox, positioning itself to tailor portfolios to high-net-worth households and to allocate to external alternative managers when appropriate. The firm does not identify as an active ESG investor.

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Public Holdings

Investments & Alternatives

Location & Offices