Priad Investment Advisers, L.L.C.

Overview

Priad Investment Advisers, L.L.C. is a small, owner‑run registered investment adviser that focuses on portfolio management for individual and small business clients. The firm uses a percentage‑of‑AUM fee model and favors liquid, equity‑centric strategies. Its stated preference is for exchange‑traded equities, and its business model is centered on serving a very small base of high‑net‑worth clients through non‑discretionary mandates, meaning clients retain final trading authority while the adviser provides recommendations and portfolio oversight. The firm is organized as a limited liability company with an individual owner. It does not position itself as a multi‑state adviser or pension consultant, and it does not identify as an active ESG investor. Given the limited number of client relationships, Priad Investment Advisers appears to offer a high‑touch, customized advisory approach rather than a mass market or institutional allocation platform.

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Location & Offices