Pawleys Investment Advisors, LLC

Overview

Pawleys Investment Advisors, LLC is an LLC that operates as an investment adviser focused on managing portfolios for individuals, families and pooled vehicles. The firm combines portfolio management with ancillary services — it also functions as an insurance broker and provides pension consulting and advisory services for small businesses and pooled investment vehicles. Its client base spans individual and family clients as well as institutional relationships. Fee arrangements are mixed and include asset-based fees, hourly charges and fixed-fee engagements. The firm is classified in the dataset as a hedge fund manager and it sponsors at least one pooled vehicle where it serves in roles such as general partner or managing member. Pawleys does not present itself as an ESG-focused allocator in the available filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices