TREMONT STREET ADVISORS, LLC

Overview

Tremont Street Advisors, LLC is a small, owner-operated advisory firm that acts as a capital allocator for both individual and institutional clients. The firm’s reported advisory services center on portfolio management for individuals and small businesses, selection of other advisers and pension consulting services. Its fee model includes a percentage-of-AUM component plus other arrangements, and it does not present as an active ESG investor. Investment behavior shows a clear preference for equities as the core building block of client portfolios, supplemented by third‑party alternative managers and insurance products where appropriate. The firm maintains relationships with accounting and insurance firms, reflecting an emphasis on integrating tax and risk-transfer solutions into financial plans and portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices