Single Family OfficeRIA · CRD 312080SEC-Registered

Updated:

Fish Advisory

FISH ADVISORY, LLC is an SEC-registered investment adviser in TESUQUE, NM. The firm manages $4 million in assets, $3 million on a discretionary basis.

Fish Advisory

FISH ADVISORY, LLC is an SEC-registered investment adviser in TESUQUE, NM. The firm manages $4 million in assets, $3 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Principals

Rodney Fish

Principal

Sector focus

Enterprise SoftwareDigital HealthMobility & TransportationReal Estate

Frequently asked questions

Who runs investment decisions at Fish Advisory?

Rodney Fish is the principal directing investment decisions for the office. He represents the family's capital derived from Fish Construction, a regional contractor active in the Pacific Northwest.

How does Fish Advisory source proprietary deal flow?

The office sources primarily through the Pacific Northwest technology and real estate networks rather than through institutional auction processes. Its construction-industry origin provides direct relationships with regional developers and operators for real asset transactions.

Is Fish Advisory structured as a single family office or does it manage outside capital?

Fish Advisory operates as a pure single-family office. It does not accept outside limited partners, run a fund structure, or syndicate deals to external investors — deploying exclusively Fish family capital.

What investment stages does Fish Advisory typically target?

The office targets early-stage venture investments in technology companies, often participating in seed and Series A rounds. It has backed companies such as Cloudability in the enterprise software space prior to acquisition.

Which sectors does Fish Advisory focus on?

Known commitments span enterprise software, digital health, and mobility, alongside a dedicated real estate allocation. Technology positions have included Cloudability and Bright.md, while real estate efforts concentrate on commercial properties in Portland, Oregon.

Where does the underlying wealth come from?

The underlying wealth originates from Fish Construction, a contracting firm established in the Pacific Northwest. The family office was formed to steward and invest the proceeds generated by that operating business.

What is Fish Advisory's known posture on co-investments alongside external GPs?

The office invests directly and does not appear to operate a fund-of-funds program or formal co-investment platform. Its track record reflects direct equity commitments in individual companies rather than LP positions in outside venture funds.

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