Whitehall Row Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Whitehall Row Advisory, LLC provides outsourced chief investment officer services, independent investment committee support, and project-based consulting primarily for ultra‑high‑net‑worth families, single‑ and multi‑family offices, and family‑controlled foundations and endowments. The firm requires a minimum client net worth of $30 million and frames its engagements around asset allocation, manager diligence, portfolio oversight, and direct alternative investment opportunities.
The firm emphasizes a research‑driven, manager‑selection and asset‑allocation approach that uses quantitative and qualitative analysis, scenario modeling, and ongoing due diligence to inform tailored recommendations. Whitehall Row Advisory operates in a strictly advisory capacity: it does not take custody of client assets, does not exercise investment discretion, and leaves implementation and trading to clients or their designated managers.
Compared with peers, the firm’s fee model is notable for relying on tiered annual flat fees for ongoing CIO services and fixed fees for project work rather than traditional asset‑based billing. It also combines services typically aimed at both individual ultra‑high‑net‑worth families and institutional entities, and — while the principal has outside roles managing a wind‑down private fund and providing due diligence to an angel group — the firm does not act as a private fund adviser and discloses these relationships with mitigation measures in place.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$30,000,000 - $79,999,999: $50,000 – $150,000 annual fee (tiered by net worth range) $80,000,000 - $119,999,999: $150,000 - $200,000 annual fee (tiered by net worth range) $120,000,000+: $200,000 - $250,000 annual fee (tiered by net worth range)
Annual retainer fees for independent investment committee services ranging from $25,000 to $125,000 per year
Account minimum: $30,000,000 Fee-only: Fixed annual flat fees based on net worth tiers; annual retainer fees for investment committee services ($25,000 - $125,000 per year); fixed flat fees for project-based advisory ($5,000 - $250,000)
Main office
Bradenton FL
Advisors at this office
1
Most active in
Florida
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
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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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