Michelangelo Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 159159
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Michelangelo Partners, LLC is an independent, owner-operated registered investment adviser structured as a limited liability company. The firm focuses on portfolio management for individuals and small businesses and charges fees based on a percentage of assets under management. Its client base is concentrated on individual and family relationships rather than institutional mandates. The adviser does not describe itself as an active ESG investor, is not positioned as a multi-state or related adviser, and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
John Patterson
Managing MemberCRD 3074885
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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