Masterworks Advisers, LLC logo

Masterworks Advisers, LLC

Updated today

Client assets under management

$8,063,964

Clients

1,045

26% high-net worth

Advisors

15

of 15 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

70

Typical

Average account size

$7,717

About

Masterworks Advisers, LLC provides investment advice to individual and high‑net‑worth investors, trusts and estates seeking exposure to securitized art investments offered on the Masterworks Platform; offerings are available to eligible investors in the U.S. and certain foreign countries and the client base includes a material non‑U.S. component. Services are focused exclusively on art‑linked products and include educational Point‑in‑Time advice, non‑discretionary recommendations and a narrower set of discretionary programs such as Art Investment Plans, Strategy Opportunities, and co‑investment or pooled vehicle recommendations.

The firm’s investment process is built around Masterworks’ sourcing, appraisal and securitization infrastructure and a largely rules‑based approach that maps Artist Rating profiles to Model Portfolio Target Allocations, supplemented by an asset‑allocation model developed with Mercer using historical data. Client assets are predominantly managed on a non‑discretionary basis—clients execute recommended transactions on the Platform or via the alternative trading system—while limited discretionary services provide programmatic recurring allocations and targeted secondary‑market purchases for eligible clients.

Masterworks is vertically integrated: as a wholly owned subsidiary of Masterworks, the Adviser recommends securities issued by Masterworks affiliates, sponsors co‑investment and pooled vehicles (including a Regulation D vehicle that combines art with gold and Bitcoin), and coordinates an affiliate‑linked ATS for secondary trading that Masterworks currently funds. The firm also uses promotional client‑acquisition methods—referral incentives, giveaways and in‑person events—and discloses internal NAV and appraisal processes and the attendant conflicts of interest arising from its affiliated business model.

Client services

Portfolio management

Expertise

Private / alternative investments Concentrated stock management

Fee options

Percentage

$0 - $500: $1 per month ($12 annually) $501 - $2,500: $2 per month ($24 annually) $2,500++: $4 per month ($48 annually)

Other

Minimum fee: $1 to $4 per month depending on Art Investment Plan tier, assessed annually

Main office location

Masterworks Advisers, LLC

1 World Trade, 57 Th Floor

New York NY 10007, United States

Number of offices

1

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Joshua T

Series 63, Series 66

New York, NY

Masterworks Advisers, LLC

Joshua Taylor is a financial advisor at Masterworks Advisers, LLC in New York, NY, holding Series 63 and Series 66 licenses with five years of industry experience. He previously worked at Arete Wealth Advisors, Arete Wealth Management, AXA Advisors, Wheaton Trading, and Miller Zeiderman and Weiderkher. Outside of his advisory role, Taylor is a Platform Associate at Masterworks, LLC, where he performs administrative functions for an alternative investment platform. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through its online platform. The firm specializes in art as an asset class, offering primarily non-discretionary, platform-driven recommendations alongside optional discretionary Art Investment Plans and pilot secondary-market programs.

Private / alternative investments Concentrated stock management
user avatar

Connor L

Series 66

New York, NY

Masterworks Advisers, LLC

Connor Leavell is a financial advisor at Masterworks Advisers, LLC with three years of industry experience. He holds the Series 66 designation and has worked previously at Arete Wealth Advisors, Arete Wealth Management, and Yelp. Outside of his advisory role, he is also a Platform Associate at Masterworks, LLC, where he performs administrative functions related to an alternative investment platform. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through its online platform. The firm focuses on art as an asset class, offering primarily non-discretionary, platform-driven recommendations alongside discretionary Art Investment Plans and limited secondary-market opportunities.

Private / alternative investments Concentrated stock management
user avatar

Anisha M

Series 63, Series 65

New York, NY

Masterworks Advisers, LLC

Anisha Mittal is a financial advisor at Masterworks Advisers, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Charles Rutenberg and EA Markets LLC. In addition to her advisory role, she serves as a Masterworks Platform Associate, performing administrative functions for the Masterworks alternative investment platform. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through its online platform. The firm focuses on art as an asset class, offering primarily non-discretionary, platform-driven recommendations along with discretionary Art Investment Plans and limited secondary-market opportunities.

Private / alternative investments Concentrated stock management
user avatar

Henry P

Series 65

New York, NY

Masterworks Advisers, LLC

Henry Peelle is a financial advisor at Masterworks Advisers, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Masterworks since 2023. Prior to his advisory role, his background includes positions at H&R Block and other diverse employment experiences. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through an online platform. The firm’s advisory services focus exclusively on art as an asset class, utilizing programmatic portfolio tools and model portfolios to provide primarily non-discretionary recommendations, with options for discretionary Art Investment Plans and limited secondary-market opportunities.

Private / alternative investments Concentrated stock management
user avatar

Candy L

Series 63, Series 65

New York, NY

Masterworks Advisers, LLC

Candy Light is a financial advisor at Masterworks Advisers, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Arete Wealth Advisors, Arete Wealth Management, Independent Brokerage Solutions, and Artnet Auctions. Outside of her advisory role, she serves as a Platform Associate for Masterworks, LLC, performing administrative functions related to the alternative investment platform. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through an online platform. The firm’s advisory services focus exclusively on art as an asset class, offering primarily non-discretionary, platform-driven recommendations alongside discretionary Art Investment Plans and pilot secondary-market programs.

Private / alternative investments Concentrated stock management
user avatar

James C

Series 65

New York, NY

Masterworks Advisers, LLC

James Cifelli is a financial advisor with Masterworks Advisers, LLC in New York, NY, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through a platform-driven approach. The firm focuses on non-discretionary recommendations and discretionary Art Investment Plans, utilizing programmatic portfolio tools and model portfolios tailored to different risk profiles.

Private / alternative investments Concentrated stock management
user avatar

Ivan L

Series 63, Series 66

New York, NY

Masterworks Advisers, LLC

Ivan Lau is a financial advisor with Masterworks Advisers, LLC in New York, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Arete Wealth Management LLC, JPMorgan Chase, and JPMorgan Securities LLC. He is also employed as a Platform Associate at Masterworks, LLC, an alternative investment platform, where he performs administrative functions. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through an online platform. The firm provides primarily non-discretionary, platform-driven recommendations focused on art as an asset class, using programmatic portfolio tools and model portfolios tailored to different risk profiles.

Private / alternative investments Concentrated stock management
user avatar

Christopher W

Series 65

New York, NY

Masterworks Advisers, LLC

Christopher White is a financial advisor at Masterworks Advisers, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Jenkinson's South Inc for four years. In addition to his advisory role, he is a Masterworks Platform Associate, performing administrative functions for the firm's alternative investment platform. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through its online platform. The firm offers primarily non-discretionary, platform-driven recommendations, with discretionary Art Investment Plans and pilot secondary-market programs, using programmatic portfolio tools and model allocations tailored to different risk profiles.

Private / alternative investments Concentrated stock management
user avatar

Daniel D

Series 63, Series 66

New York, NY

Masterworks Advisers, LLC

Daniel Delaney is a financial advisor at Masterworks Advisers, LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Arete Wealth Management and JPMorgan Chase Bank. In addition to his advisory role, he works as a Platform Associate at Masterworks, LLC, supporting administrative functions for their alternative investment platform. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through an online platform. The firm offers primarily non-discretionary, platform-driven recommendations, as well as optional discretionary Art Investment Plans, utilizing model portfolios and programmatic portfolio construction tools.

Private / alternative investments Concentrated stock management
user avatar

Abraham L

Series 65

New York, NY

Masterworks Advisers, LLC

Abraham Luciano is a financial advisor at Masterworks Advisers, LLC in New York, NY, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Masterworks and NetElixir, as well as academic positions at Rider University and Union City High School. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through a platform-driven approach that includes non-discretionary recommendations, discretionary Art Investment Plans, and pilot secondary-market programs. The firm uses programmatic portfolio construction tools and model portfolios tailored to various risk profiles, operating within a vertically integrated model that manages sourcing, securitization, and administration of artworks.

Private / alternative investments Concentrated stock management
user avatar

Kevin C

Series 66

New York, NY

Masterworks Advisers, LLC

Kevin Cox is a financial advisor at Masterworks Advisers, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Arete Wealth Advisors, Owl Rock Capital Securities, and Bluerock Capital Markets. Cox is also involved as a Platform Associate at Masterworks, LLC, where he performs administrative functions for the alternative investment platform. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through a platform-driven approach. The firm’s advisory services focus on art as an asset class, offering primarily non-discretionary recommendations alongside discretionary Art Investment Plans and pilot secondary-market programs.

Private / alternative investments Concentrated stock management
user avatar

Evan M

Series 66

New York, NY

Masterworks Advisers, LLC

Evan Mc Mann is a financial advisor at Masterworks Advisers, LLC with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Arete Wealth Advisors and Equitable Advisors. In addition to his advisory role, he is a Masterworks Platform Associate, performing administrative functions for the Masterworks alternative investment platform. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through its online platform. The firm’s advisory approach includes programmatic portfolio construction and model portfolios tailored to different risk profiles, with a focus on primarily non-discretionary, platform-driven recommendations.

Private / alternative investments Concentrated stock management
user avatar

Michael D

Series 63, Series 65, Series 66

New York, NY

Masterworks Advisers, LLC

Michael Delpozzo is a financial advisor at Masterworks Advisers, LLC with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Arete Wealth Management and Davis Securities. In addition to his advisory role, he is a Masterworks Platform Associate, performing administrative functions for an alternative investment platform focused on securitized art investments. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to art as an asset class through a platform-driven approach. The firm offers primarily non-discretionary recommendations supported by programmatic portfolio tools and optional discretionary Art Investment Plans.

Private / alternative investments Concentrated stock management
user avatar

Erik B

Series 66

New York, NY

Masterworks Advisers, LLC

Erik Bringsjord is a financial advisor at Masterworks Advisers, LLC with seven years of industry experience. He holds a Series 66 designation and has held positions at firms including Bank of America and Merrill. Outside of his advisory role, he works as a Masterworks Platform Associate, performing administrative functions for an alternative investment platform focused on securitized art. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through an online platform. The firm offers primarily non-discretionary, platform-driven recommendations and discretionary art investment plans, using programmatic portfolio construction tools and model portfolios tailored to different risk profiles.

Private / alternative investments Concentrated stock management
user avatar

Michael S

Series 63, Series 66

New York, NY

Masterworks Advisers, LLC

Michael Strang is a financial advisor with Masterworks Advisers, LLC in New York, NY, holding Series 63 and Series 66 licenses and seven years of industry experience. His previous roles include positions at Wells Fargo Bank and Wells Fargo Clearing, as well as Arete Wealth Advisors. He also works part-time as a Masterworks Platform Associate, performing administrative functions for the Masterworks alternative investment platform. Masterworks Advisers serves individual and high-net-worth investors seeking exposure to securitized art investments through an online platform, offering primarily non-discretionary, programmatic recommendations and discretionary Art Investment Plans. The firm utilizes model portfolios and portfolio construction tools tailored to different risk profiles and operates within a vertically integrated structure that sources and administers artworks.

Private / alternative investments Concentrated stock management
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