STRATTON LAMB ADVISORS LLC

Overview

Stratton Lamb Advisors LLC is an independent, individual-owned registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs a fee model based on a percentage of assets under management and positions mutual funds and other public fund vehicles at the center of its public market allocations. Stratton Lamb does not identify as an active ESG investor and is not structured as a capital allocator or pension consultant; instead it directs client capital into both public vehicles and third-party alternative managers when appropriate. The firm appears focused on a small roster of high-net-worth clients, delivering tailored portfolio management alongside planning services rather than operating as a large, multi-state platform. Investment activity is driven through discretionary mandates, with the manager using external fund managers for private equity, venture capital and hedge fund exposure rather than sponsoring in-house private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices