# Advice Period

Advice Period is a Multi Family Office based in Los Angeles, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Los Angeles, United States
- **Region:** North America
- **Address:** Los Angeles, CA, United States
- **Founded:** 2014
- **Assets under management:** 5615 (Altss estimate)
- **Website:** adviceperiod.com
- **LinkedIn:** https://www.linkedin.com/company/adviceperiod

## Regulatory record

- **Reports private funds:** No

## About

Advice Period was established in 2014 by Steve Lockshin. The firm traces its origins to Lockshin’s earlier wealth-management and fintech activities. It functions today as a brand within Mariner Wealth Advisors. The firm allocates across commodities, digital assets, direct co-investments and SPVs, hedge funds, philanthropic vehicles, private credit, private equity, and real estate. It maintains exposure to enterprise software and legal technology. Geographic reach centers on North America. Confirmed holdings include positions in iShares Bitcoin Trust and Vanilla, the Los Angeles-based entity co-founded by Lockshin. Advice Period employs an integrated service model that combines planning and investment execution. The firm maintains a corporate jet and a donor-advised fund at Fidelity Charitable. Steve Lockshin has held YPO membership since 1998. No operational events from the last 24 months appear in available records. The firm’s structure reflects a hybrid multi-family office embedded inside a larger registered investment adviser. This arrangement supplies scale for custody and compliance while preserving dedicated planning teams for each client relationship.

## Sectors

- Wealth Management
- Financial Advisory

## People

- Steve Lockshin — Founder
- Jonathan Straub — Principal and co-founder
- Marc L. Russell — Principal and co-founder

## Questions

### Who runs investment decisions at Advice Period?

Steve Lockshin serves as founder. Jonathan Straub and Marc L. Russell act as co-founders and principals. Day-to-day portfolio decisions occur within the Mariner Wealth Advisors platform.

### How is Advice Period related to Mariner Wealth Advisors?

Mariner Wealth Advisors acquired Advice Period in 2021. The firm continues to operate as a distinct brand under that ownership.

### Does Advice Period participate in fund commitments or only direct deals?

The firm uses both fund commitments and direct co-investments or SPVs. Allocation records list private equity, private credit, and hedge fund exposures alongside direct holdings.

### What investment stages does Advice Period typically target?

The firm targets startup-stage opportunities in addition to later-stage private market commitments.

### Does Advice Period maintain philanthropic structures?

Steve Lockshin maintains a donor-advised fund at Fidelity Charitable. The firm also lists philanthropic and mission-related investing among its allocation types.

### Which sectors does Advice Period focus on?

Confirmed sector exposure includes FinTech, LegalTech, and enterprise software. The firm also holds digital assets and real estate positions.

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- [Nicro ne UK Ltd](https://altss.com/profile/nicrone-uk-ltd)
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Last updated: 2026-07-08T17:40:41.732Z

Canonical page: https://altss.com/profile/advice-period

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