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Florence Capital Advisors
Florence Capital Advisors is an independent, SEC-registered investment advisor offering a fresh and innovative wealth management model with exceptional...
Overview
Florence Capital Advisors is an independent, SEC-registered investment advisor offering a fresh and innovative wealth management model with exceptional advisory skill, unique investment opportunities, and attentive client service. The firm provides tailored custom portfolios and highly attentive wealth management services, including investment and advisory solutions aimed at exceptional risk-adjusted returns. As fiduciaries, they emphasize objectivity, integrity, tax-efficient planning, and long-term collaborative client relationships.
General information
Firm type
Multi Family Office
Year founded
2015
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Greg Hersch
Founder and CEO
Sector focus
Frequently asked questions
What is Florence Capital Advisors' role in CoreWeave?
Greg Hersch led the seed round investment in CoreWeave in January 2019, according to the firm's website. Hersch subsequently served on CoreWeave's board of directors for nearly five years, providing governance oversight during the company's transformation into a large-scale AI cloud infrastructure provider. This board seat is the longest-tenured corporate governance role disclosed by the firm.
Which custodian and technology platforms does Florence Capital Advisors use?
Florence Capital Advisors identifies Fidelity Investments and Pershing LLC as its registered broker-dealer custodians, per the website's terms of use. Client-facing technology portals include eMoney for financial planning and Addepar for portfolio reporting. Neither custodian endorses the firm's investment strategy, and both relationships reflect standard RIA custody arrangements.
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