# NAMESAKE GROUP

NAMESAKE GROUP is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/namesake-group

## Regulatory record

- **CRD number:** 324779
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324779

## About

NAMESAKE GROUP is a state-registered investment adviser with $11 million in regulatory assets under management. The firm manages $9 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who controls NAMESAKE GROUP?

No principals or controlling individuals for NAMESAKE GROUP have been identified in public records. The firm's ownership structure and governance are not disclosed.

### What is the investment mandate of NAMESAKE GROUP?

Public sources do not describe any investment mandate, strategy, or asset-class preferences for NAMESAKE GROUP. The firm has not published a strategy document or captured media attention for its deal activity.

### Where is NAMESAKE GROUP based?

No headquarters location is publicly confirmed for NAMESAKE GROUP. The firm has not listed an office address in any known database or company registry.

### How large is NAMESAKE GROUP's asset base?

AUM for NAMESAKE GROUP is undisclosed. No public filings or press reports provide a figure or estimate.

### Does NAMESAKE Group participate in co-investments or fund commitments?

There is no publicly recorded evidence that NAMESAKE GROUP engages in co-investments, fund-of-funds allocations, or partnerships with external managers.

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- [Evergreen Private Wealth](https://altss.com/profile/evergreen-private-wealth)
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Last updated: 2026-07-06T01:24:21.796Z

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