Polymath Capital Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 310229
- Custodians
- DIGITAL TRUST, BETTERMENT
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI79.73%
- Individuals13.95%
- Pension & Profit Sharing Plans5.32%
- Other1%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Polymath Capital Advisors, LLC is an independent, LLC-structured registered investment adviser that serves both individual/family and institutional clients. The firm acts as a capital allocator and offers advisory services that range from financial planning and portfolio management for individuals, small businesses and institutions to pension consulting and manager selection. It also publishes periodicals or newsletters and runs educational seminars and workshops. Fee arrangements include asset-based percentage fees and fixed fees. The firm identifies as an active ESG investor.
Assets & Accounts
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
- Other66%
- Exchange Traded Equities34%
Owners & executives
1 of 1Kiel Green
Chief Executive OfficerCRD 7753342
Contacts
1 of 1
James Barchiesi
Executive ChairmanCRD 5350576
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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