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WOMEN'S WORTH ADVISORS
WOMEN'S WORTH ADVISORS is a state-registered investment adviser in HILTON HEAD ISLAND, SC. The firm manages approximately $26 million in regulatory assets.
Overview
WOMEN'S WORTH ADVISORS is a state-registered investment adviser in HILTON HEAD ISLAND, SC. The firm manages approximately $26 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2012
Location
Region
North America
Country
United States
City
Hilton Head Island
Corporate office
New York, NY, United States
Principals
Marianne O. Spence
Founder & CEO
Laurie A. Zickerman
Managing Director
Beth I. Z. Shapiro
Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at Women's Worth Advisors?
Marianne O. Spence, founder and CEO, leads the firm alongside managing directors Laurie A. Zickerman and Beth I. Z. Shapiro. Investment decisions are made by the firm's investment committee, though specific member names are not publicly disclosed.
Does Women's Worth Advisors participate in fund commitments or only direct deals?
The firm allocates client capital to external funds, including private equity, real estate, and fixed-income vehicles. It also facilitates direct co-investments for qualified clients, but does not maintain its own fund vehicles.
What investment stages does Women's Worth Advisors typically target?
The firm targets a broad range of stages through manager selection, from growth equity and buyouts to real assets and fixed income. It does not focus on early-stage venture capital as a core strategy.
Which sectors does Women's Worth Advisors explicitly avoid?
The firm has not publicly disclosed any explicit exclusions. Its allocation approach is diversified across traditional and alternative asset classes, with no stated sector bans.
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