$18.7M Total AUM
$18.7M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-28-2019
- Office Locations
- 1
Office Locations
-- Sharon CT
About Olive Tree Ridge Investment Advisors
Olive Tree Ridge is a multi-strategy asset manager investing for institutions, family offices, and individuals. The team is operator-led and focuses on building, buying, and running sustainably profitable companies that prioritize customers, employees, and the environment. Founded in 2019 by Mike Davis, the firm emphasizes expanding access to capital for women and immigrants.
Team overview
-- AVG AGE
$18.7M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
3.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
H
HERBERT WILSON MOORE
Chief Executive Officer
- CRD
- #5051518
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,735,482 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,735,482 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing