Multi-Family OfficeRIA · CRD 144056SEC-Registered

Updated:

Shope Advisors Group

Shope Advisors Group operates as a multi-family office in New York, providing asset management and direct investing for select families.

Shope Advisors Group

SHOPE ADVISORS GROUP is an SEC-registered investment adviser in CAMILLUS, NY, registered since 2022. The firm manages approximately $66 million in regulatory assets. It has 2 employees and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Camillus

Corporate office

New York, NY, United States

Frequently asked questions

Who runs investment decisions at Shope Advisors Group?

Shope Advisors Group is led by John Shope, who founded the firm. The specific investment committee structure is not publicly detailed, but as a multi-family office, decisions likely involve input from client families and internal advisors.

Is Shope Advisors Group structured as a single family office or a multi-family office?

Shope Advisors Group operates as a multi-family office, serving multiple families rather than a single family. This structure allows it to offer pooled investment opportunities and shared operational resources.

Does Shope Advisors Group participate in fund commitments or only direct deals?

Shope Advisors Group appears to engage in both fund commitments and direct investments. Multi-family offices of this type typically allocate to private equity funds while also pursuing co-investments in direct assets like real estate and private companies.

What investment stages does Shope Advisors Group typically target?

The firm's investment stage focus is not publicly specified. Multi-family offices serving similar client bases often target later-stage private equity, real estate, and publicly traded securities for stable returns.

Where does the underlying wealth at Shope Advisors Group come from?

The wealth origin for the families served by Shope Advisors Group is not publicly disclosed. The firm's client families may have accumulated wealth across various industries, but no specific source is attributed.

Profile maintained by 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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