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Sports & Entertainment Investment Advisers
Founded in 2016 and based in Montebello, New York, Sports & Entertainment Investment Advisers is a registered investment advisor that provides financial...
Sports & Entertainment Investment Advisers
Founded in 2016 and based in Montebello, New York, Sports & Entertainment Investment Advisers is a registered investment advisor that provides financial planning, estate planning, investment management, and wealth management to individuals, trusts, and estates. The firm signals a client focus on professionals within the sports and entertainment fields, operating as a boutique wealth advisory rather than a multi-family office or institutional allocator, though specific named principals and client relationships are not publicly detailed. The advisor's stated service scope covers core private wealth management for high-earning individuals: financial and estate planning structure, investment portfolio management, and broader wealth advisory. Specific asset-class allocations, deployment figures, direct investment vehicles, or co-investment programs have not been disclosed publicly. Geographic focus appears centered on the New York metropolitan area given its sole Montebello location. Scale metrics such as total assets under advisement, number of professionals, and total deployment remain undisclosed. The firm has not announced adjacent vehicles, philanthropic foundations, club deal networks, or operating-company relationships. No verifiable operational events from the last 24 months were found in the public record. Sports & Entertainment Investment Advisers occupies a distinct structural niche as a registered investment advisor organized around a single professional demographic — sports and entertainment talent — in contrast to generalist wealth managers or multi-family offices that aggregate capital across industries. This targeted charter, combined with a single-location footprint, suggests a relationship-driven practice centered on practitioners in those fields.
General information
Firm type
Bank / Wealth / Trust
Year founded
2016
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Montebello
Corporate office
Montebello, NY, United States
Frequently asked questions
Who does Sports & Entertainment Investment Advisers primarily serve?
As the firm name indicates, it targets professionals in the sports and entertainment industries. Its services — financial planning, estate planning, and investment management — are structured for high-earning individuals, trusts, and estates within that demographic. The firm's public materials do not name specific athlete or entertainer clients.
Is this firm a family office or a traditional wealth manager?
It is a registered investment advisor (RIA) and boutique wealth manager, not a single-family or multi-family office. It provides advisory services to multiple unaffiliated clients rather than managing the consolidated capital of one or several wealthy families.
How large is Sports & Entertainment Investment Advisers by assets?
The firm has not publicly disclosed its assets under management or advisement as of mid-2026. An AUM figure does not appear in its regulatory filings, website, or any major publication, and Altss treats the AUM as undisclosed.
Does the firm make direct investments or operate like a venture capital fund?
No. It is structured as a wealth management and advisory practice — not an investment fund or venture capital vehicle. Its focus is on personal financial planning, portfolio management, and estate structuring for individuals, rather than direct company investments or fund commitments.
Where is the firm located and does it serve clients nationally?
Its headquarters are in Montebello, New York, in the northern New York City suburbs. While RIA registration permits national client service, the firm's single-office footprint suggests a primary concentration on the New York metropolitan region and the sports-entertainment professionals located there.
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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