Disclosures

Registration status

Massari Asset Management LLC (CRD #343736) is an investment adviser registered with the Florida Office of Financial Regulation. We may only transact business in states where we are registered, or excluded or exempt from registration. Registration does not imply a certain level of skill or training. Our Form ADV Part 2A brochure describes our services, fees, conflicts of interest and risks. More about the firm is on the SEC's Investment Adviser Public Disclosure website, adviserinfo.sec.gov.

No offer or advice

This website is provided for informational purposes only. It is not an offer to sell, or a solicitation of an offer to buy, any security, strategy or investment advisory service, and it is not investment, legal or tax advice. Strategy availability, fees, account minimums, eligibility and implementation requirements vary and are governed by the applicable agreements and Form ADV.

Risk

All investments involve risk, including possible loss of principal. No strategy can guarantee a specific return or outcome. Systematic, quantitative and rules-based strategies, and the models and data they rely on, do not eliminate investment risk and are subject to market, model, data, liquidity, turnover, concentration, tracking-error, tax and operational risks, among others. Agentic research workflows are subject to human review and approval, but can still produce errors that validation does not catch.

Performance and forward-looking statements

This website does not present performance results. Any performance, hypothetical or back-tested information will be provided only in separate materials that include the disclosures required by applicable rules. Hypothetical and back-tested results have inherent limitations and do not represent actual trading. Past performance does not guarantee future results. Statements about objectives, processes or plans are not promises of future outcomes.

Custody and execution

Massari does not hold client funds or securities or execute trades directly. Interactive Brokers LLC (Member NYSE, FINRA, SIPC), an independent qualified custodian, provides custody and trade execution for applicable accounts. Client assets remain with the custodian. Because the custodian deducts our advisory fee with the client's written authorization, Massari is considered to have limited custody.

Affiliates

Massari Intelligence LLC, which develops the Massari Intelligence research and analytics platform, is under common ownership with Massari Asset Management. Approved advisor partners may receive access to the platform as part of the strategy relationship. Conflicts of interest arising from this affiliation are described in our Form ADV Part 2A.

Third-party names and data

Custodian and other third-party names and logos are trademarks of their respective owners. Their appearance does not imply endorsement of Massari, or of Massari by them. Information from third-party sources is believed to be reliable but is not guaranteed.

Privacy notice

When you submit a form on this website we collect the information you provide, such as your name, email, organization and the details of your request. We use it only to respond to you and to evaluate a potential relationship. We do not sell personal information. Submissions are stored in our customer relationship management system and handled by service providers who support our operations under confidentiality obligations. To ask what we hold about you, or to have it deleted, email contact@massari.am. Please do not send account numbers or other sensitive financial information through this website.

Last updated October 2026.