Mary & Pip

Overview

Mary & Pip is a small, privately owned limited liability company that provides advisory services to individual and family clients. The firm registered with the SEC in 2025 and identifies itself as a capital allocator that uses both percentage-of-AUM and fixed-fee billing. Its stated advisory activities include portfolio management for individuals and small businesses, selecting other advisers, and running educational seminars or workshops. Mary & Pip also describes itself as an active ESG investor. It is not set up as a multi-state adviser and indicates it is not a related adviser or pension consultant.

Assets & Accounts

Investments & Alternatives