Buttonwood Group Advisors LLC

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Assets, Funds, Holdings

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Buttonwood Group Advisors LLC
CRD #173608
SEC #802-132790
CIK #0001904033
AUM
Employees
Phone212-440-9644
Address1000 Rxr Plaza
Uniondale, NY 11556
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram]
Total AUM ($)
1.00.80.60.40.20.02011201620212026
Sector Form 13F Holdings Value ($M)
Microsoft Corp 13.5
Alphabet Inc 12.1
Facebook Inc 11.7
Microchip Technology Inc 7.4
Arrow Electronics Inc 7.3
Markel Corp 6.2
Amazon Com Inc 5.4
VISA Inc 5.2
Anheuser-Busch Inbev Sa/Nv 4.7
Schwab Charles Corp 4.0
View All
Holdings by Sector ($M)
2502001501005002021202220242026
Type Form D Funds Date Sold ($M) AUM ($M)
PE Buttonwood Titan QC Fund LLC 2025-04-15 47.5
PE Buttonwood Prime Properties QC Fund LLC 2023-03-31 0.9
PE Buttonwood Prime Properties Fund LLC 2022-03-09 7.2
PE Buttonwood Titan QP Fund LLC [2021-03-31] 6.9 23.1
PE Buttonwood H1 Fund II LLC 2019-03-30 6.0
PE Buttonwood Beacon Fund LLC 2018-03-31 1.8
PE Buttonwood Beacon QP Fund LLC 2018-03-31 5.0
PE Buttonwood H1 Fund LLC 2017-03-17 5.3
PE Buttonwood Horizon Fund LLC [2017-03-17] 12.4 10.2
PE Buttonwood Horizon QP Fund LLC [2017-03-17] 19.9 18.1
PE Buttonwood Alpha Fund LLC [2015-02-17] 10.6 6.5
PE Buttonwood Alpha QP Fund LLC [2015-02-17] 17.6 8.5
AUM Breakdown Accounts AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors # Filings # Firms 2011 - 2025
Stephan Stein 57
Joseph Alagna Jr 34
Buttonwood Group Advisors LLC 47
Buttonwood Select Opportunities Management Associates LLC 26
Joseph Alagna 20
Buttonwood Titan Management LLC 17
EDGAR Form CIK 2011 - 2025
13F-HR [0001904033]
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