Guidance Investments, LLC

Overview

Guidance Investments, LLC is a limited liability company operating as an institutional registered investment adviser that focuses on managing pooled investment vehicles for institutional clients. The firm charges performance-based fees, which aligns its compensation with fund performance and is typical for managers of private pooled vehicles. Its reported business activities include serving as a financial product salesperson, and its affiliations indicate roles beyond advisory services — including acting as sponsor/GP or managing member of pooled vehicles and ties to broker-dealer and real estate brokerage activity. The firm is not marked as an active ESG investor and does not present itself as a multi-state adviser or pension consultant. Ownership is listed as a combination of a domestic entity and an individual, and the firm is not identified as a capital allocator.

Assets & Accounts

Investments & Alternatives