A complete list of active advisors currently associated with Ceeto Capital Group, LLC

Warmer can help you find a great advisor at Ceeto Capital Group, LLC or one who fits your needs even better.

Ceeto Capital Group, LLC provides discretionary portfolio management and related advisory services primarily to high‑net‑worth individuals, trusts, foundations, endowments and pension clients. The firm manages roughly $531 million for a concentrated client roster (16 clients) and typically requires multimillion‑dollar account minimums, with Investment Policy Statements used to document each client’s objectives and risk tolerance. The firm’s investment process combines several analytical methods (fundamental, quantitative, technical, charting, cyclical and modern portfolio theory) and implements long‑ and short‑term trading, options strategies, and allocations to alternative investments such as private equity, hedge funds, real estate funds and venture capital. CCG generally operates with discretionary authority, provides quarterly reporting and discloses that it may employ leverage and borrowing in client accounts and engage in options trading — practices the brochure identifies as increasing risk. Notable distinctions from many peers include principals who are licensed attorneys and disclosed affiliated private investment vehicles used by family and non‑client families, with the firm stating clients are not required to use any legal services offered by firm personnel. The firm also serves public‑sector type clients (e.g., pension funds), does not select third‑party money managers, and maintains a small, concentrated client base, resulting in higher assets per client compared with typical team firms.

To learn more about the advisors currently working at Ceeto Capital Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.