A complete list of active advisors currently associated with Fratti Investment Management

Warmer can help you find a great advisor at Fratti Investment Management or one who fits your needs even better.

Fratti Investment Management, LLC provides investment supervisory services primarily through separately managed Private Accounts and contemplates managing or advising pooled investment vehicles. In its initial Form ADV filing (August 31, 2025) the firm reported no assets under management; like many peers it charges advisory fees based on a percentage of assets under management. The firm follows a bottom-up, fundamental research process that evaluates corporate financials, capital structure, legal documentation, and identifiable investment catalysts, relying largely on internally generated research supplemented by third-party sources. Fratti focuses on concentrated equity positions—including small- and micro-cap securities—and looks to build portfolios that are generally fully invested and diversified across industries while allowing successful holdings to grow. Noteworthy features in the brochure include an explicit buy criterion — securities Fratti believes can appreciate roughly 100% over a three-to-five-year period — and an emphasis on speculative, higher-volatility opportunities suitable for sophisticated investors. The founder is the firm’s portfolio manager and a CFA charterholder who also reports approximately 30 hours per week of unrelated management consulting work for another firm; the brochure also notes that Fratti treats cash as an asset class and includes cash and cash equivalents in assets under management.

To learn more about the advisors currently working at Fratti Investment Management, 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.