Asset ManagerRIA · CRD 283880SEC-Registered

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St. James Investment Advisors

ST. JAMES INVESTMENT ADVISORS, LLC is an SEC-registered investment adviser in PORT JEFFERSON, NY, registered since 2016. The firm manages $512 million in...

St. James Investment Advisors

ST. JAMES INVESTMENT ADVISORS, LLC is an SEC-registered investment adviser in PORT JEFFERSON, NY, registered since 2016. The firm manages $512 million in assets, with $59 million on a discretionary basis. It employs 7 staff and 4 investment advisers.

General information

Firm type

Asset Manager

Frequently asked questions

Who runs investment decisions at St. James Investment Advisors?

No named investment professionals or decision-makers have been identified through public records, SEC filings, or media coverage. The firm's leadership structure is not disclosed.

Where does the underlying wealth originate?

The source of capital managed by St. James Investment Advisors has not been disclosed. No family name, endowment, or institutional backer is publicly associated with the firm.

What investment strategy does St. James Investment Advisors employ?

The firm has not publicized an investment mandate, asset-class focus, or geographic preference. No portfolio companies, fund commitments, or direct deals have been confirmed through any verifiable source.

Is St. James Investment Advisors regulated by the SEC?

The firm's registration status with the SEC is not confirmed. There is no public record of SEC filings, Form ADV, or regulatory disclosures under this name.

How does St. James Investment Advisors source deal flow?

No information is available on deal sourcing practices. The firm has not disclosed any co-investment relationships, advisory networks, or proprietary sourcing channels.

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