LAURENTINE INVESTMENTS LLC

RIASEC Registered
Total AUM
$4.1M
Discretionary
$4.1M
100% of AUM
Avg account
$1M
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
TRAVERSE CITY, Michigan
CRD number
326796
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Laurentine Investments LLC is a small, discretionary registered investment adviser that manages concentrated portfolios for individual and family clients and small businesses. The firm favors publicly traded equities as its primary allocation, running separately managed account (SMA) strategies that emphasize exchange-traded instruments. Fee arrangements include a percentage of assets under management plus performance-based fees, which suggests Laurentine is willing to structure incentive-aligned mandates and may run concentrated or actively managed strategies for smaller client rosters. The firm is not an active ESG investor, is not registered as a multi-state adviser, and focuses its advisory activity on portfolio management for individuals and small business owners. With only four clients and a small asset base, Laurentine appears to operate as a boutique advisory shop that delivers bespoke equity-focused portfolios rather than broad institutional solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Public Funds/Mutual Funds 4%, Cash & Cash Equivalents 1%95%
  • Exchange Traded Equities95%
  • Public Funds/Mutual Funds4%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Warren Schaub

    OwnerCRD 7736492

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

TRAVERSE CITY, MI

GRAND TRAVERSE

Location

TRAVERSE CITY, MI

Headquartered in TRAVERSE CITY, MI, in the Midwest of the United States.

Region
Midwest
County
GRAND TRAVERSE
Address
10850 E Traverse Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth