Massari Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Massari Asset Management LLC is a newly registered investment adviser that offers discretionary investment management to a broad set of clients, including individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, trusts, estates, and corporations. Services described in the brochure include portfolio construction, ongoing portfolio management, periodic rebalancing, and direct‑indexing strategies for clients who hold constituent securities directly.
The firm combines an AI‑assisted research platform used as a decision‑support tool for its long‑only equity strategies with systematic, rules‑based quantitative models for its long/short strategies; all investment decisions remain subject to the firm’s discretionary review. Certain direct‑indexing strategies may incorporate systematic tax‑loss harvesting, and eligible clients may enter performance‑based fee arrangements that are subject to a perpetual high‑water mark.
Noteworthy disclosures include an affiliated technology company, Massari Intelligence LLC, which develops the AI and research tools the firm may recommend and whose products and services the firm may propose to clients, a relationship the brochure identifies as a potential conflict of interest and says will be disclosed. The brochure also notes the firm currently reports no regulatory assets under management, does not participate in wrap fee programs, and will not vote proxies on client securities.
Client services
Expertise
Fee options
$0+: Up to 2.00% annually $0+: 1.00% annually for direct-indexing strategies
Up to 20% of net profits on accounts of qualified clients, calculated quarterly with a perpetual high-water mark
Account minimum: $100,000
Main office
Naples FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Aea Enterprises LLC (De) · Massari Asset Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")