Sapphire Fiduciary Advisors, LLC

Overview

Sapphire Fiduciary Advisors, LLC is a privately held advisory firm organized as an LLC that manages portfolios for both individuals/families and institutional or business clients. The firm charges fees based on a percentage of assets under management and focuses on discretionary portfolio management for small businesses, individual investors, and institutions. It identifies as a domestic entity with individual ownership and is not positioned as a capital allocator. Regulatory and operating characteristics in the firm’s filings show it is not an active ESG investor, does not operate as a multi-state adviser, and is not newly formed. Sapphire Fiduciary Advisors also indicates relationships with banking or thrift institutions and has a role as sponsor, general partner, or managing member of pooled investment vehicles, which suggests some activity on the product/vehicle side in addition to client advisory work.

Assets & Accounts

Investments & Alternatives