MASTODON ADVISORY GROUP

Overview

Mastodon Advisory Group is a limited liability company that registered with the SEC in 2021 and operates as an owner-managed advisory practice. The firm’s stated business activity is discretionary portfolio management for individuals and small businesses, and it charges clients on a percentage-of-assets-under-management basis. Its filing categorizes the adviser as unclassified and indicates it does not act as a capital allocator, is not an active ESG investor, and does not provide pension-consulting or family-office services. Investment activity is weighted toward public investment vehicles rather than direct or bespoke private placements. The firm manages portfolios on a discretionary basis and appears to concentrate custody and trading through a single primary custodian, which supports a streamlined operating model focused on mutual funds and similar public funds.

Assets & Accounts

Investments & Alternatives

Location & Offices