Laurentine Investments LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,118,000
Total clients
4
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$1,029,500
About
Laurentine Investments LLC is a very small, independent investment adviser managing roughly $4.1 million on behalf of four clients, providing discretionary portfolio management to individuals, high‑net‑worth individuals and trusts. The firm establishes an investment policy statement for each client and implements portfolios under a limited power of attorney with regular monitoring.
The firm’s investment approach emphasizes fundamental analysis and a value‑oriented, long‑equity strategy with long holding periods and regular portfolio reviews. It also discloses historical performance in its materials and employs performance‑based compensation arrangements for qualifying clients, a practice that is uncommon among solo independent advisers.
Operational features that distinguish the firm include a requirement that clients use a specified broker‑dealer for executions, a stated decision not to employ leverage or short selling after earlier consideration, and the practice of fee deduction directly from custodian accounts without taking formal custody. The principal recently established a separate land‑development business that now occupies a material portion of his time, a structural detail that may affect how resources are allocated compared with peers.
Client services
Portfolio management
Expertise
Wealth management
Active portfolio management
Fee options
25% of the increase in net assets over 6% annual return, with high water mark, for Qualified Clients only
Account minimum: $50,000
Main office location
Laurentine Investments LLC
10850 E. Traverse Hwy, Ste. 4400
Traverse City MI 49684, United States
Number of offices
1
Most active in
Laurentine Investments LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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