# BUTLERJEFFREY, LLC

BUTLERJEFFREY, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** butlerjeffrey.com

## Regulatory record

- **CRD number:** 290388
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290388

## About

ButlerJeffrey is an independent fiduciary dedicated to putting client interests first, providing top-shelf advice and investment management free of conflicts of interest or unnecessary fees. The firm builds portfolios based on the science of investing and helps clients develop plans to reach their financial goals. It offers investment management and comprehensive financial planning covering retirement, risk management, insurance, estate planning, tax planning, charitable giving, and wealth preservation.

## People

- Joe Black — Founding member and partner
- Anna Rees

## Questions

### Who runs investment decisions at BUTLERJEFFREY, LLC?

No named principals or investment decision-makers are publicly documented for this firm. Public records do not reveal a CEO, CIO, or managing principal.

### Does BUTLERJEFFREY, LLC participate in fund commitments or only direct deals?

No information is publicly available regarding the firm's investment method — whether it commits to external funds, makes direct investments, or participates in co-investments.

### What investment stages does BUTLERJEFFREY, LLC typically target?

Target investment stages are not disclosed. The firm has not publicly stated any preference for early-stage, growth, or buyout investments.

### Which sectors does BUTLERJEFFREY, LLC explicitly avoid?

The firm has not publicly disclosed any sector preferences or avoidance. No investment exclusions are on record.

## Related profiles

- [Koltai & Company Advisors](https://altss.com/profile/koltai-and-company-advisors-llc)
- [INSIDEOUT WEALTH STRATEGIES, LLC](https://altss.com/profile/insideout-wealth-strategies-llc)

---

Last updated: 2026-08-11T15:06:20.694Z

Canonical page: https://altss.com/profile/butlerjeffrey-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology