Updated:
Advantage Wealth Partners
Advantage Retirement Group is dedicated to guiding high-net-worth individuals and families towards their financial goals, with a focus on tax-efficient...
Advantage Wealth Partners
Advantage Retirement Group is dedicated to guiding high-net-worth individuals and families towards their financial goals, with a focus on tax-efficient investment strategies and retirement planning. We offer a comprehensive range of services tailored to your unique needs, leveraging the advantage of institutional investment management strategies to maximize your potential for success.
General information
Firm type
Asset Manager
Location
Region
North America
Principals
Robert J. Moore
Founder and Managing Partner
Sector focus
Frequently asked questions
Does Advantage Wealth Partners operate a traditional blind-pool fund?
No. The firm structures each investment as a standalone transaction through a special-purpose vehicle, avoiding the traditional commingled fund model entirely. This episodic, deal-by-deal syndication approach means co-investors participate only in individual assets they choose to underwrite, with no obligation to commit capital across a blind pool or on a predetermined timeline.
Does the firm publish its assets under management or performance track record?
Advantage Wealth Partners does not publicly disclose assets under management, total deployment, or a formal performance track record. As a private principal investment vehicle that syndicates on a deal-by-deal basis, it is not subject to public reporting requirements and has chosen not to market itself through traditional institutional channels.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: