Investment Advisor Group

INVESTMENT ADVISOR GROUP is an SEC-registered investment adviser in HANCOCK, NY, registered since 2021. The firm manages $81 million in regulatory assets under...

Investment Advisor Group

INVESTMENT ADVISOR GROUP is an SEC-registered investment adviser in HANCOCK, NY, registered since 2021. The firm manages $81 million in regulatory assets under management on a discretionary basis. It has 3 employees and 3 investment advisers.

General information

Firm type

Unclassified

Who runs investment decisions at Investment Advisor Group?

The firm does not publicly name its investment committee or any individual responsible for portfolio decisions. No CEO, CIO, or managing director is listed on any public record or firm communication.

How does Investment Advisor Group source proprietary deal flow?

The firm does not describe its sourcing model publicly. There is no evidence of proprietary deal flow, syndication networks, or direct origination capabilities.

Is Investment Advisor Group structured as a single family office or a multi-family office?

The firm's structure is unclassified. Its name suggests a registered investment advisor model, but no public filings confirm whether it serves a single family, multiple families, or unrelated institutions.

Does Investment Advisor Group participate in fund commitments or only direct deals?

The firm has not disclosed its investment vehicle preference. No fund commitments, direct co-investments, or separate managed accounts are referenced in public materials.

What investment stages does Investment Advisor Group typically target?

No investment stage preferences are available. The firm may operate across public equity, fixed income, or alternative assets, but no stage focus is specified.

Where does the underlying wealth come from?

The source of capital managed by Investment Advisor Group is not disclosed. It is unknown whether the firm manages wealth from one family, multiple families, or institutional sources.

Does Investment Advisor Group maintain philanthropic structures?

No philanthropic vehicles or charitable foundations associated with the firm appear in public records. The firm's website does not mention giving programs or a foundation.

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