Metis Asset Management Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Metis Asset Management Advisory provides discretionary investment advisory services through managed accounts and generally requires a minimum investment of $250,000. As of December 31, 2024 the firm reported approximately $16.65 million in discretionary assets across a small number of managed accounts.
The firm’s investment process is data-driven and quantitative, built around five submodels—Macro, Fed, Trend, Sentiment and Turbulence—and uses those signals to time participation in markets while emphasizing risk management. Metis may use derivatives, options, short selling and moderate leverage as part of its strategies and monitors positions and profit-and-loss on a continuous basis.
Metis structures fees differently than most peers by charging both an asset-based management fee and a performance-based fee (up to 20% of net profits) subject to a high-water mark, with performance and fees calculated daily and billed quarterly via the custodian’s calculations. The brochure notes that performance-based arrangements are limited to qualified clients and discusses the potential conflicts of interest that can arise from that fee structure and how they are managed.
Client services
Expertise
Fee options
2% annually (0.5% quarterly)
20% of profits quarterly with high water mark
Account minimum: $250,000
Main office
Syosset NY
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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