Motus Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 309951
- Website
- motuspartners.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Motus Partners LLC is a small, individually owned RIA that focuses on discretionary portfolio management for individuals and small businesses. The firm’s client base is concentrated — three clients — and it runs a fee model that combines a percentage of assets under management with performance-based fees. Investment activity is centered on public equities, with the firm expressing a clear preference for exchange-traded instruments. Motus Partners is not positioned as an ESG-focused manager, and it does not operate as a multi-state adviser or a pension consultant. Given the scale and client concentration, investment decisions appear tailored and active rather than built around large, institutional-scale model portfolios. The firm reports portfolio management as its primary advisory activity and uses third-party managers for alternative exposure, specifically within real estate.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities98%
- Derivatives2%
Contacts
1 of 1
Jeffrey Carnevale
OwnerCRD 2993008
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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