Hermitage Advisors, Ltd.

Overview

Hermitage Advisors, Ltd. is a small, corporation-style registered investment adviser that focuses on fee-based portfolio management for individuals and small businesses. The firm operates primarily as a capital allocator and emphasizes manager selection: it provides direct portfolio advice and identifies other advisers or fund managers to implement portions of client portfolios. Its client base is individual and family-oriented, and the firm charges on a percentage-of-assets-under-management basis. The adviser does not position itself as an active ESG investor and is not organized as a multi-state advisory platform. A key operating characteristic is that Hermitage Advisors, Ltd. manages client assets on a non-discretionary basis, meaning clients retain final trade approval. That structure, combined with the stated use of mutual funds and selection of other advisers, points to a manager-of-managers style where the firm constructs allocations and selects third-party fund strategies rather than running a high-turnover, in-house trading desk.

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Location & Offices