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Straightline Group
Straightline Group is an RIA led by CEO Mike Bisaro, serving individuals, families, and employers with retirement and managed accounts.
Straightline Group
Straightline Group, led by CEO Mike Bisaro, positions itself as a financial advisor for retirement plans and managed accounts for individuals, families, and employers. The firm has been active for over 20 years, offering services for 401(k), 403(b), and 457 plans. The firm employs a three-pillar process: educate clients without selling, plan financial goals as a 'GPS,' and invest using institutional research. Geographic reach spans offices in Princeton, New York, San Francisco, and Paris. No specific asset class mix or portfolio companies are publicly identified. Team size and AUM are not disclosed. The firm offers client tools including a portal, MoneyGuidePro, MyBlocks, and document upload. No recent operational events were found in public sources. Straightline Group's structure as an RIA with a multi-office presence across the US and Europe is a distinguishing factor, but limited public disclosures make it difficult to assess investment strategy beyond its stated process.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Princeton
Corporate office
Princeton, NJ, United States
Additional offices
Paris · San Francisco · New York
Principals
Mike Bisaro
CEO, AIF
Frequently asked questions
Who runs investment decisions at Straightline Group?
Mike Bisaro serves as CEO and holds the AIF (Accredited Investment Fiduciary) designation, per the firm's website. No other investment professionals are publicly named.
How does Straightline Group source proprietary deal flow?
The firm's website does not describe proprietary deal sourcing. It emphasizes an 'educate, plan, invest' framework using institutional research rather than proprietary investments.
Is Straightline Group structured as a single family office?
No. Straightline Group appears to be an RIA (Registered Investment Advisor) serving third-party clients, with no disclosure of family office or asset manager subtype.
Where does the underlying wealth come from?
Wealth origin is not disclosed. The firm provides financial planning and investment management services to clients, not proprietary capital management.
Does Straightline Group maintain philanthropic structures?
No philanthropic structures are mentioned on the firm's website or in public sources.
What investment stages does Straightline Group typically target?
The firm does not disclose target investment stages. Its process focuses on retirement and managed accounts for individual and employer clients.
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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