Michelangelo Partners, LLC

Overview

Michelangelo Partners, LLC is a small, owner-operated advisory firm that provides discretionary portfolio management primarily to individuals and family clients and to small businesses. The firm charges a percentage-of-AUM fee and organizes client accounts around equity-centric strategies. Its filings show a clear preference for exchange-traded equities as the dominant exposure, supplemented where appropriate with mutual funds. The adviser is not positioned as an ESG investor, does not operate as a multi-state or pension consultant, and does not act as a capital allocator to external private managers. Investment activity centers on managing taxable and tax-advantaged client portfolios on a discretionary basis. Advisory services focus on constructing and maintaining equity-heavy portfolios, with the firm using separately managed account (SMA) structures for much of its work. Custody and execution are routed primarily through Charles Schwab & Co., Inc., which supports the firm’s electronic trading and reporting needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices