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RIA · CRD 298662State-Registered Investment Adviser

Updated:

The Knox Group Wealth Management

The Knox Group Wealth Management is a state-registered investment adviser in Short Hills, NJ. It manages approximately $25 million in regulatory assets.

Overview

The Knox Group Wealth Management is a state-registered investment adviser in Short Hills, NJ. It manages approximately $25 million in regulatory assets. The firm has 2 employees and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Short Hills

Corporate office

United States

Sector focus

Wealth ManagementFinancial PlanningInvestment Advisory

Frequently asked questions

What investment stages does The Knox Group typically target?

The firm focuses on traditional asset allocation across public equities, fixed income, and managed alternatives. It does not appear to target specific venture or private-equity stages directly, instead relying on fund-based exposure.

Does The Knox Group participate in fund commitments or only direct deals?

Based on its RIA structure, the firm is expected to allocate to external funds and managed accounts rather than direct deals. No direct co-investment or direct-holdings activity has been publicly disclosed.

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