Method Advisors, LLC

Method Advisors, LLC, established in 2007, specializes in managing small private market fund of funds and providing alternative investment advisory services. The firm's founders and Managing Partners, Christopher Welch and Eric Stewart, own 100% of the company. Method Advisors manages discretionary assets totaling $83.9 million across two funds of funds and provides non-discretionary alternative investment advisory services to clients representing $63.3 million. The firm offers tailored advisory services based on clients' risk tolerance, time horizon, and investment goals. For its fund of funds, Method Advisors charges an annual management fee ranging from 0.55% to 0.80% based on total investment contributions, and a carried interest after meeting performance targets. Non-discretionary clients pay a 0.75% asset-based management fee. Clients of Method Advisors receive regular reports on their accounts, and the firm does not participate in wrap fee programs. The firm conducts thorough due diligence on investment opportunities and investment managers, focusing on private market investments across various sectors. Method Advisors does not receive compensation for the sale of securities or other investment products and does not vote proxies as it does not invest in public securities.