PRIVATUS

Overview

Privatus is an independent registered investment adviser organized as a limited liability company that focuses on individual and family clients. The firm acts as a capital allocator, blending direct portfolio management with selection of outside managers. Advisory services include financial planning and portfolio management for individuals, small businesses and institutions. Fee arrangements are a mix of percentage of AUM, hourly charges and performance-based fees, which supports both traditional advisory relationships and arrangements that include incentive-based managers. Investment preferences skew toward publicly traded equities, with a clear tilt to exchange-traded instruments for core exposure. At the same time, Privatus deploys capital into third-party alternative managers—particularly hedge funds, real estate-related strategies, commodities and oil & gas—suggesting a multi-layered approach that pairs liquid equity exposures with less correlated return streams. The firm is not flagged as an active ESG investor, and it does not present as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices