Overview
Assets Under Management: $321 million
Headquarters: BALA CYNWYD, PA
High-Net-Worth Clients: 5
Average Client Assets: $17.4 million
Frequently Asked Questions
MINERVA ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #161408), MINERVA ADVISORS LLC is subject to fiduciary duty under federal law.
MINERVA ADVISORS LLC is headquartered in BALA CYNWYD, PA.
MINERVA ADVISORS LLC serves 5 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, MINERVA ADVISORS LLC offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
MINERVA ADVISORS LLC manages $321 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, MINERVA ADVISORS LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 27.06%
Average Client Assets: $17.4 million
Total Client Accounts: 7
Discretionary Accounts: 6
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 161408
Filing ID: 2062782
Last Filing Date: 2026-03-27 06:01:08