Pushkin Advisory Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 226674
- Registered since
- October 30, 2023
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.03%
- Individuals15.43%
- Pension & Profit Sharing Plans5.54%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pushkin Advisory Group, LLC is a small, equity-focused advisory firm that manages portfolios for individuals, families and select institutional clients. The firm charges fees as a percentage of assets under management and emphasizes exchange-traded equities as its primary vehicle for implementing investment strategies. Pushkin operates both discretionary and non-discretionary mandates, with most client capital managed on a discretionary basis. Investment activity centers on liquid, listed instruments for core exposure, with managers supplementing equity allocations using mutual funds and corporate debt where appropriate. The firm also allocates to third-party alternative managers for access to real assets and commodity-related strategies, which it uses to diversify equity-heavy portfolios. Pushkin does not position itself as an ESG-focused adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities100%
Contacts
1 of 1
Andrew Russo
Managing MemberCRD 5806389
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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