Fiduciary Advisor Advocates
Fiduciary Advisor Advocates, established in 2013, is a US-based wealth manager. It provides investment advisory services on a discretionary and non-discretionary basis.
Fiduciary Advisor Advocates
Fiduciary Advisor Advocates, established in 2013, is a US-based wealth manager. It provides investment advisory services on a discretionary and non-discretionary basis. The wealth manager advises pension plans, charitable foundations, endowments, family offices, and institutional clients.
General information
Firm type
Bank / Wealth / Trust
Year founded
2013
AUM
—
Location
Region
—
Country
—
City
Katonah
Corporate office
31 Croton Lake Road
Frequently asked questions
What is Fiduciary Advisor Advocates?
Fiduciary Advisor Advocates is a bank / wealth / trust headquartered in Katonah.
When was Fiduciary Advisor Advocates founded?
Fiduciary Advisor Advocates was founded in 2013.
Where is Fiduciary Advisor Advocates headquartered?
Fiduciary Advisor Advocates is headquartered in Katonah.
What does Altss track for Fiduciary Advisor Advocates?
Altss maintains an OSINT-verified profile of Fiduciary Advisor Advocates covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Fiduciary Advisor Advocates's website?
Fiduciary Advisor Advocates's public website is www.faadvocates.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Fiduciary Advisor Advocates?
Fiduciary Advisor Advocates is classified by Altss as a Bank / Wealth / Trust.
How does Altss source intelligence on Fiduciary Advisor Advocates?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Fiduciary Advisor Advocates?
Fiduciary Advisor Advocates's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
Get access to Altss to unlock details
Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
Get access to Altss to unlock details
Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
Get access to Altss to unlock details
Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
Get access to Altss to unlock details
Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
Get access to Altss to unlock details
Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: