A complete list of active advisors currently associated with Limeral Research

Warmer can help you find a great advisor at Limeral Research or one who fits your needs even better.

Limeral Research provides discretionary portfolio management through separately managed accounts for individuals, high‑net‑worth clients, trusts, estates and other business entities. Client accounts are maintained at independent third‑party custodians and the firm does not participate in wrap fee programs. The firm follows a fundamental, research‑intensive approach with a concentrated, high‑conviction portfolio typically comprising 5–15 core positions and a systematic framework for cash allocation, position sizing, and sell decisions to limit emotional trading. It emphasizes a multi‑year investment horizon, may hold significant cash when opportunities are scarce, and warns clients that portfolios can experience substantial volatility and drawdowns. Distinctive features include its decision not to rely on percentage‑of‑AUM advisory fees, which departs from the common fee model used by most peers, and the managing member’s practice of investing substantially all personal investable assets alongside client portfolios to align interests. The firm is newly formed with no assets under management as of its initial filing, identifies key‑person dependence on its principal, and typically recommends a specific custodian and aggregates trades across accounts for execution.

To learn more about the advisors currently working at Limeral Research, 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.