SANTA FE ADVISORS LLC

Overview

Santa Fe Advisors LLC is an independent registered investment adviser organized as an LLC and operating with an owner-type listed as an individual. The firm focuses on fee-based wealth management for individuals and families, offering both percentage-of-AUM and fixed-fee arrangements. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, management for businesses or institutions, and selection of other advisers. Investment activity is centered on traditional public funds and mutual funds, with a clear allocation framework that accommodates third-party alternative fund managers. The firm is not positioned as an ESG specialist, and it does not present itself as a multi-state or pension consultant adviser. Santa Fe Advisors acts as a capital allocator for clients that pursue alternatives alongside core public market strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices