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Petrarch Wealth Management
PETRARCH WEALTH MANAGEMENT is a state-registered investment adviser with $12 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
PETRARCH WEALTH MANAGEMENT is a state-registered investment adviser with $12 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
RIA
Frequently asked questions
Does Petrarch Wealth Management make direct investments or fund commitments?
Without public portfolio data, the firm's allocation between direct deals and fund commitments is unknown. Most family offices of this profile blend the two: direct investments in private companies and real estate, alongside LP commitments to venture capital, private equity, and hedge funds. Petrarch's specific mix cannot be confirmed.
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