Samuel & Associates Investment Management LP

Overview

Samuel & Associates Investment Management LP is a small, limited-partnership wealth advisor that focuses on portfolio management for individuals and small businesses. The firm operates on a percentage-of-assets fee model and combines investment management with accounting capabilities, suggesting an integrated tax and wealth planning approach for its client base of individuals and families. Investment activity shows a clear tilt toward publicly traded equities, with discretionary management active across its client relationships. The adviser is not an active ESG investor and does not operate as a multi-state or pension consultant. It does not function as a capital allocator in the institutional sense, but the firm does use third‑party vehicles for certain alternative exposures, notably venture capital, alongside more traditional mutual fund holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices