Michelangelo Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$19,000,000
Clients
43
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
43
HighAverage account size
$441,860
About
The firm provides ongoing portfolio management and investment supervisory services to individual and high‑net‑worth clients, preparing a written Investment Policy Statement for each account and operating with discretionary trading authority. Its management generally focuses on equities, fixed income, ETFs and government securities, with accounts reviewed at least quarterly.
The firm’s investment process combines charting, fundamental, technical and cyclical analysis and applies both long‑term and short‑term trading strategies, including options writing (covered and uncovered) and elements of modern portfolio theory. Risk tolerances and time horizons are documented in each client’s Investment Policy Statement and guide portfolio construction and monitoring.
Noteworthy operational features include no stated account minimum and a requirement that clients use the firm‑recommended custodian (Scottrade), from which the firm reports receiving research or other soft‑dollar benefits; the brochure lists approximately $11 million in discretionary assets as of December 2022. The firm manages assets in‑house (it does not select outside managers), does not participate in wrap fee programs or accept performance‑based fees, and the brochure states clients may not impose investment restrictions based on values or beliefs.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Fee options
Below $1,000,000 - $999,999: 0.75% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $5,000,000: 0.53% Above $5,000,000+: 0.33%
Main office location
Michelangelo Partners, LLC
Charlotte NC, United States
Number of offices
1
Most active in
Michelangelo Partners, LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina
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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