Masdevallia LLC

Overview

Masdevallia LLC is a small, independent registered investment adviser organized as a limited liability company that serves individuals and families, as well as small-business clients. The firm charges a fee based on a percentage of assets under management and provides financial planning and discretionary portfolio management. It also operates as an insurance broker, which informs its use of insurance products — notably annuities — as part of client solutions. Investment positioning favors publicly traded equities as the primary sleeve, while the firm supplements equity exposure with mutual funds and targeted alternative allocations to real estate through third‑party managers. Masdevallia is not an active ESG investor and does not present itself as a multi-state advisory platform or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices