THE BLAKELEY GROUP INC

Overview

The Blakeley Group Inc is a small, fee-based investment advisory firm that focuses on portfolio management for individuals and small businesses. The firm uses a discretionary model, tilting portfolios toward publicly traded equities as its primary allocation. Investment activity centers on separately managed accounts and exchange-traded exposures, with a preference for equities-driven solutions rather than active ESG or pension consulting mandates. The firm charges clients on a percentage-of-AUM basis and serves a client base made up largely of individuals and families. Manager allocation interest is concentrated on liquid public markets; the firm appears to implement core equity exposures through exchange-traded instruments and selectively supplements those with mutual funds and SMA strategies where appropriate. There is no indication that The Blakeley Group Inc acts as a capital allocator to external private funds or that it runs proprietary alternative investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices