St. Croix Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 159000
- Website
- stcroixadvisors.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Corporations / Businesses99.26%
- Individuals0.74%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
St. Croix Advisors, LLC is a small, privately held advisory and insurance-brokerage firm organized as an LLC and owned by an individual principal. The firm serves primarily institutional clients and functions as a capital allocator that also selects outside advisers. Its advisory services include financial planning, portfolio management for individuals and small businesses, and manager selection. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee billing. The firm is not an active ESG investor.
Assets & Accounts
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
- Public Funds/Mutual Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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