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Investmark Advisory Group
Investmark Advisory Group LLC is an SEC-registered investment adviser in Shelton, CT, registered since 2012. The firm manages approximately $930 million in...
Investmark Advisory Group
Investmark Advisory Group LLC is an SEC-registered investment adviser in Shelton, CT, registered since 2012. The firm manages approximately $930 million in assets. It has 10 employees and 10 investment advisers.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
—
City
—
Corporate office
—
Frequently asked questions
Who runs investment decisions at Investmark Advisory Group?
The firm's principals have not been publicly named. As an RIA, investment decisions are typically overseen by a chief investment officer or a committee, but no specific individual is on record.
Is Investmark Advisory Group structured as a single-family office or a multi-family office?
Investmark Advisory Group is registered as an RIA, which can serve multiple clients. It is not publicly classified as either a single-family or multi-family office. Its client profile, based on Altss categorization, likely includes family offices.
What investment stages does Investmark Advisory Group typically target?
No specific investment stage—venture, growth, buyout, or public markets—has been disclosed by the firm. As an RIA, it may offer a diversified approach across stages depending on client needs.
Does Investmark Advisory Group participate in fund commitments or only direct deals?
The firm's approach to fund commitments versus direct investments is not publicly known. RIAs commonly allocate to external funds as well as direct co-investments, but Investmark has not disclosed its model.
Which sectors does Investmark Advisory Group explicitly avoid?
The firm has not published a list of excluded sectors. Its investment universe is not publicly documented.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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