Pleiad Investment Advisors

Overview

Pleiad Investment Advisors is a boutique manager that runs pooled investment vehicles for institutional clients, operating with a fund-manager profile that combines hedge fund and private equity activity. The firm is registered with the SEC (since 2019) and is structured as a corporation with both foreign-entity and individual ownership. Its business model includes CPO/CTA activity and portfolio management for pooled vehicles, and it serves primarily institutional investors under a fee schedule that blends asset-based charges with performance-based fees. Investment activity centers on managing and sponsoring pooled funds rather than providing stand-alone discretionary retail accounts. The firm is classified as a multifaceted fund manager: it operates hedge funds, private equity vehicles and other pooled products, and it also functions as a general partner/managing member of those vehicles. Pleiad is not positioned as an ESG investor, and it does not describe itself as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices