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.
Name |
Location |
Years of experience |
|---|---|---|
Malvern, PA
| 2
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)