Siegel Asset Management Partners

Overview

Siegel Asset Management Partners is a small, boutique advisory firm that manages a concentrated portfolio mix with a clear equity bias. The firm operates on a fee model charged as a percentage of assets under management and maintains discretionary control over client accounts. While its registration documents indicate it is set up to provide portfolio management for individuals and small businesses, the firm's active client base is institutional in nature and centered on a single, large account. Siegel does not position itself as an ESG-focused manager, is not a multi-state adviser, and is owned by an individual rather than a corporate group. Investment activity is focused on public, exchange-traded equity exposure as the primary vehicle for market participation. At the same time, the firm supplements equities with allocations to third-party alternative managers — in particular, commodity strategies, private credit, and oil & gas — and uses mutual funds and corporate debt instruments where appropriate to fill yield or diversification needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices