Advisor at Polymath Capital Advisors, LLC.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Polymath Capital Advisors, LLC.
Location
Glastonbury, CT
Credentials
Series 63, Series 65
Industry experience
4 years
James Barchiesi is a financial advisor with Polymath Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He is the chairman and founder of Worksite Ventures, Worksite Capital Partners, LP, a limited partnership, and is a member of Innovation Garden, LLC, which invests in early-stage companies. Additionally, he serves as the executive director of the U.S. Immigration & Customs Enforcement Foundation, overseeing its foundation endowment. Polymath Capital Advisors, LLC provides discretionary and non-discretionary investment advisory and sub-advisory services to individuals, high-net-worth clients, family offices, retirement plans, and institutional investors. The firm offers integrated financial planning and related services and employs a diversified investment approach combining U.S. equities, fixed income, ETFs, alternative assets, and algorithmic model portfolios.
Based on Polymath Capital Advisors, LLC.
Based on Polymath Capital Advisors, LLC.
CFO Growth Alliance and General Accounting & Tax Services fees range from $250 to $5,000 per month depending on engagement complexity; ad hoc and specialized project fees quoted individually.
$0 - $4,999,999: 1% annually (minimum $50,000 annual fee) $5,000,000 - $14,999,999: 1% annually (minimum $150,000 annual fee) $15,000,000 - $24,999,999: 1% annually (minimum $250,000 annual fee) $25,000,000+: 1% annually (no minimum fee)
Performance-based fees are charged for private investment funds and pooled investment vehicles to qualified clients with $1 million under management or net worth exceeding $2.1 million; details negotiated per agreement.
Account minimum: $50,000 minimum annual fee for Private and Alternative Asset Management (implied minimum account size $5,000,000 for $50,000 fee at 1%) Minimum fee: Private and Alternative Asset Management: Minimum annual fees ranging from $50,000 to $250,000 depending on asset tier; no minimum fee for assets over $25M Fee-only: Yes, fees charged as described without commissions; firm does not accept commissions or markups.
Glastonbury, CT
Connecticut
P3 Capital
2020 - Present (6 years)
Integrated Wealth Strategies, LLC
2015 - Present (11 years)
Worksite Ventures, Worksite Capital Partners, LP
2015 - Present (11 years)
Innovation Garden, LLC
2014 - Present (12 years)
U.S. Immigration & Customs Enforcement Foundation
2013 - Present (13 years)
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Accountant / CPA / tax prep
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Lawyer
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