Perspective Advisors, LLC

Perspective Advisors is structured as a multi-family office, serving multiple unrelated families. It is registered as an SEC investment advisor, indicating it provides discretionary investment management to its clients under a fiduciary framework. This structure is less common than single-family offices, as it requires conflict-of-interest management and broader client servicing.

The firm provides investment advisory and wealth management services, including portfolio construction across public equities and fixed income, as well as alternative investments such as private equity and real assets. As a multi-family office, it likely offers customized reporting, tax planning, and estate planning alongside investment management.

No. The firm does not publicly disclose its assets under management or the identities of its client families. This is typical for SEC-registered investment advisors serving high-net-worth families, where client privacy is a priority.

The firm is headquartered in the United States, and its client base and investment focus are likely domestic. There is no public evidence of international offices or a global investment mandate.

As a multi-family office, Perspective Advisors likely leverages its network of families and external relationships to source direct investments and co-investments. The firm may also participate in private placement offerings and refer clients to third-party fund managers. Specific sourcing methods are not documented.