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Setarcos Wealth Advisors LLC
Setarcos Wealth Advisors LLC was registered as an investment advisor in the United States, operating as a wealth management firm for high-net-worth...
Setarcos Wealth Advisors LLC
Setarcos Wealth Advisors LLC was registered as an investment advisor in the United States, operating as a wealth management firm for high-net-worth families. The firm uses a multi-family office model, providing asset allocation and financial planning services to a limited number of client families. The firm's strategy centers on customized portfolio construction, combining public equities, fixed income, and alternative assets including private equity and real assets. Setarcos evaluates direct investments and fund commitments based on client-specific risk profiles. Geographically, the firm focuses primarily on North American markets. Setarcos maintains a team of advisory professionals, though exact headcount and team structure remain private. The firm has not publicly disclosed additional international offices or affiliated philanthropic vehicles. Operational updates have not been prominently featured in public records. As a registered investment advisor operating under a multi-family office framework, Setarcos operates with a fiduciary duty to clients, distinguishing its approach from broker-dealer models. The firm's governance structure and succession plans have not been publicly detailed.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
United States
Frequently asked questions
Who runs investment decisions at Setarcos Wealth Advisors?
Setarcos Wealth Advisors LLC does not publicly disclose its investment committee members or lead portfolio managers. The firm's principals have not been named in public filings or press coverage accessible for this profile.
How does Setarcos Wealth Advisors source proprietary deal flow?
The firm's sourcing approach is not publicly documented. As an RIA focused on asset allocation for family offices, Setarcos likely originates investment opportunities through GP relationships and co-investment networks, but specific sourcing methods remain undisclosed.
Is Setarcos structured as a single family office or a multi-family office?
Setarcos operates as a multi-family office, serving multiple high-net-worth families through a registered investment advisor structure. This is distinct from a single-family office, which manages wealth for one family only.
Does Setarcos participate in fund commitments or only direct deals?
The firm's investment approach includes both fund commitments and direct investments, tailored to client allocations. Public detail on the ratio of direct deals versus fund investments has not been provided by the firm.
What investment stages does Setarcos typically target?
Setarcos Wealth Advisors does not publicly disclose specific target investment stages. Given its multi-family office orientation, the firm likely allocates across a range of asset classes rather than focusing narrowly on a single stage like venture capital growth equity.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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