Mary & Pip

Overview

Mary & Pip is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2025. The firm positions itself as a small advisory practice serving individual and family clients, with a stated advisory focus on portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM charge with the option for fixed fees. Mary & Pip describes itself as an active ESG investor and is not structured as a capital allocator, pension consultant, or related adviser.

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