Asset ManagerRIA · CRD 170647SEC-Registered

Updated:

Method

Method Advisors has deployed over $1 billion into small and specialized private equity, venture capital, and private debt managers since 2007.

Method

Method is an SEC-registered investment adviser with approximately $55 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

General information

Firm type

Asset Manager

Year founded

2007

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Needham

Corporate office

117 Kendrick Street, Suite 300, Needham, MA 02494, United States

Additional offices

West Palm Beach, FL, United States

Sector focus

Private EquityPrivate CreditVenture Capital

Frequently asked questions

What investment structures does Method use to access private markets?

Method operates a series of funds of funds and also makes direct co-investments alongside the managers it backs. This combination allows the firm to aggregate commitments from institutional and high-net-worth investors while selectively participating in individual transactions when an opportunity fits its growth-oriented, specialized mandate.

Does Method invest in large, brand-name private equity firms?

No. The firm explicitly organizes its research and diligence around discovering funds and transactions that are small and specialized. Its strategy is built on the premise that premier growth opportunities are more likely found outside the largest, most widely covered managers.

Which types of institutions invest through Method's funds?

Method invests on behalf of a wide range of institutions and high-net-worth investors, including pension funds, public funds, endowments, foundations, and family offices.

Is Method a single family office?

No. Method Advisors is an SEC-registered investment adviser, not a family office. It serves multiple external institutional clients and high-net-worth investors through its pooled fund vehicles and advisory services.

What is Method's geographic reach for sourcing deals?

Method maintains offices in a broad set of cities including Menlo Park, Cleveland, Brooklyn, São Paulo, Los Angeles, Charlotte, Toronto, San Francisco, and Washington, in addition to its registered locations in Needham, Massachusetts and West Palm Beach, Florida. This distributed network supports a sourcing strategy that looks beyond traditional private-market hubs.

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