Masterworks Advisers, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 324239
- Registered since
- September 7, 2023
- Website
- www.masterworks.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI70.35%
- Individuals29.65%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Masterworks Advisers, LLC is an independent, SEC-registered registered investment adviser organized as an LLC. The firm registered with the SEC in 2023 and serves individual and family clients, offering portfolio management both for individuals/small businesses and for pooled investment vehicles. Compensation is a mix of asset-based fees and fixed fees. Masterworks operates across multiple states and does not identify as an active ESG investor or a capital allocator. It also acts in sponsor and managing roles: it sponsors limited partnerships and serves as sponsor, general partner or managing member of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
1 of 1
Jennifer Moxon
Chief Compliance OfficerCRD 2791042
Contacts
3 of 16
Henry Peelle
Associate Investment AdvisorCRD 7840881

James Cifelli
Team LeadCRD 7291189
Christopher White
Investment Advisor RepresentativeCRD 6969028
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1 World Trade Ctr
- Time zone
- ET (UTC-5)
- Office locations
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