Secondmarket Financial, LLC

Fee-Only (% of Portfolio)

SecondMarket Financial advises private investment funds, providing guidance on investments in private companies. They also offer referral services to individuals who sell private company securities, connecting them with unaffiliated investment advisors. SecondMarket does not manage individual accounts or provide advice on specific investments within the referral programs. The firm's services are tailored to the funds, not the individual investors within those funds.

Assets Under Management$140M
Clients7
Advisors2
Avg. per Client$20M
Avg. per Advisor$70M

Fee Structure

Investment management only (planning not offered)

SecondMarket Financial advises private funds, not individual investors. They do not directly manage investments for individual clients. Instead, they advise the funds on whether to invest in a particular private company, when to sell those investments, and how to vote on company matters.

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Location

2 Advisors at this firm

Secondmarket Financial, LLC | TrueAdvisor