A complete list of active advisors currently associated with Playbook Advisers LLC

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

Playbook Advisers LLC acts primarily as an investment manager to pooled investment vehicles and institutional-style accounts, while also offering discretionary portfolio management and financial planning services to individuals, trusts, foundations and private businesses. The firm additionally conducts educational seminars and workshops and intends to sponsor private funds sold to qualified third‑party investors under Rule 506 exemptions. The firm emphasizes allocations to real estate and private equity, investing Funds’ and Managed Accounts’ assets in privately‑issued debt and equity of previously syndicated commercial real estate and private equity vehicles, including secondary purchases of interests at a discount. Investment decisions are made on a discretionary basis and the firm describes a bottom‑up approach that combines fundamental and technical analysis, and typically seeks to develop a comprehensive financial plan before implementing specific allocations. Distinctive features include the firm’s stated practice of selecting other advisers for clients and offering hourly and fixed fees for planning work in addition to percentage‑of‑AUM and performance arrangements, which is less common among peers in this category. The firm is a small team with a limited track record as a sponsor of funds and discloses that its sole investment professional also performs compliance oversight, a potential supervisory conflict the firm says it mitigates by engaging outside counsel when appropriate.

To learn more about the advisors currently working at Playbook Advisers 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.