Magnifina, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Magnifina advises individuals and high-net-worth clients and also supports outside investors through model distribution. The firm provides discretionary and non-discretionary wealth management, standalone financial planning, and manages proprietary quantitative equity strategies, while evaluating alternative investment opportunities on a non-discretionary basis.
Investment decisions are driven by a centralized research process and a bespoke database; its Quantitative Equity Strategies apply systematic, rules‑based factor scoring to construct equal‑weighted portfolios that rebalance monthly, and clients hold individual stocks directly to retain proxy voting rights and enable client-specific ethical or sector exclusions. The firm also makes its Core Equity Alpha model available through a third‑party platform and may enroll clients in group-managed model portfolios when appropriate.
The firm is operated as a solo‑owned adviser, concentrating decision‑making in a single practitioner, which is relatively uncommon among peers. It is notable for combining that solo structure with proprietary model distribution to a third‑party platform and discloses owner affiliations with private real‑estate ventures and trustee roles that are managed as potential conflicts of interest.
Client services
Expertise
Fee options
Financial planning fees ranging from $1,000 to $8,750 based on net worth ranges; fees negotiable above $2,000,000
$1,000,000 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,001 - $50,000,000: 0.40% $50,000,001+: Negotiable
Up to $500 per hour for specific limited-scope financial planning projects
20% performance fee on Core Equity Alpha strategy charged by Addigence (4.75% retained by Addigence, remainder to Magnifina); only for Qualified Clients
Subscription fee for institutional CEA strategy clients on tiered percentage schedule as fee_tiers with $1,000,000 minimum
Account minimum: $100,000
Main office
2 Depot Plaza, Suite 103
Bedford Hills NY 10507
Advisors at this office
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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