PURPLE DOG INVESTMENTS LLC

Overview

Purple Dog Investments LLC is an independent registered investment adviser serving individual and family clients, with a business model focused on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees and hourly fees, and it identifies as owner-operated by an individual. Purple Dog does not present itself as a multi-state adviser or as a pension consultant, and it does not describe itself as an active ESG investor. Investment activity centers on publicly available pooled investments rather than direct securities trading or running third‑party alternative funds. The firm reports a strong preference for public funds and mutual funds as the primary vehicle to implement client portfolios. Operationally, advisory work is supported by an accountant affiliation, which suggests coordination with tax or bookkeeping professionals as part of client service.

Assets & Accounts

Investments & Alternatives

Location & Offices