A complete list of active advisors currently associated with Primefid Advisors LLC

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

Primefid provides portfolio management and financial planning, documenting client goals and risk tolerances in an Investment Policy Statement and offering services such as asset allocation, security selection, and regular monitoring. The firm’s ADV identifies Individuals and High‑Net‑Worth Individuals as client types, while its regulatory profile and classification indicate it operates as an investment manager that primarily manages pooled or institutional assets with few or no individual clients. The firm’s investment process combines cyclical and fundamental analysis and uses long‑term and short‑term trading as well as options strategies (including covered, uncovered, and spreads). Although the brochure states Primefid will request discretionary authority, it also discloses it provides non‑discretionary services and reports a predominance of non‑discretionary management — a less common arrangement for firms in this category. Primefid discloses that its principal is a licensed attorney and may offer legal services and separate consulting (including to clients in Brazil) as outside business activities, creating an uncommon affiliation with legal practice for an investment manager. The brochure also notes the firm recommends Interactive Brokers as its custodian and accepts research/soft‑dollar benefits, and it documents use of higher‑risk instruments such as uncovered options, which may be material for institutional counterparties assessing operational or suitability considerations.

To learn more about the advisors currently working at Primefid Advisors 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.