Verified 10 Nov 2026
Kelleher Financial Advisors, LLC
Kelleher Financial Advisors, LLC is a New York multi-family office and registered adviser that the Kelleher family founded to offer outside families the services it had used itself. Its Starboard Advisors division, founded in 2017 and based in Portland, Maine, offers investment management along with estate, trust and wealth planning. The firms reported $605 million under management and $400 million under advisement combined at 31 December 2025.
- Type
- Multi-family office
- Location
- New York, New York, United States
- Sectors
- Public equities, Fixed income
- Fund size / AUM
- $1.2B regulatory AUM (Form ADV, filed 2026-04-14)
- Latest fund or filing
- 14 Apr 2026
- Website
- www.starboardadvisorsllc.com
Contacts on file
For Kelleher Financial Advisors, LLC, the paid file holds: 5 named decision-makers with roles.
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Sources
- adviserinfo.sec.gov/firm/summary/126021
- reports.adviserinfo.sec.gov/reports/ADV/126021/PDF/126021.pdf
- starboardadvisor.com/
- starboardadvisor.com/about/
- starboardadvisor.com/about
Last checked 10 Nov 2026. Is something wrong? Tell us.
Appears in 8 lists
Family offices in New York City (54)Family offices in New York (68)Family offices that invest in fixed income (93)Family offices in the Northeast (112)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)