Michelangelo Partners, LLC

RIASEC Registered
Total AUM
$19M
Discretionary
$19M
100% of AUM
Avg account
$271K
Accounts
70
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • John Patterson

    John Patterson

    Managing MemberCRD 3074885

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth