A complete list of active advisors currently associated with M4 A3 LLC

Warmer can help you find a great advisor at M4 A3 LLC or one who fits your needs even better.

M4A3 provides investment management, financial planning and consulting services to high‑net‑worth individuals, families, charitable organizations and several affiliated private investment funds. The firm manages both individual portfolios and pooled investment vehicles and accepts discretionary and non‑discretionary mandates. For traditional, liquid asset classes M4A3 generally favors a passive approach using ETFs and mutual funds, while pursuing active managers and bespoke investments in less efficient areas such as private equity, venture capital, distressed debt, natural resources and real estate. The firm also allocates to and sponsors proprietary privately placed securities and advises on legacy positions and non‑custodial products (for example, annuities and employer‑sponsored retirement plan assets). What is atypical about M4A3 is its role as general partner and adviser to multiple affiliated Private Funds (Auklet Fund I–III and Longspur Fund I–II) and its use of performance‑based compensation, including carried interest and performance allocations, which creates potential side‑by‑side allocation and conflict‑of‑interest considerations. Despite a small advisory team, the firm manages over $322 million for roughly 60 clients and does not report a material roster of non‑high‑net‑worth individual clients, indicating a focus on HNW, accredited and qualified investors.

To learn more about the advisors currently working at M4 A3 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.