About Intrepid Advisors

We offer full-service consulting for the alternative investment industry.

What Makes Us Different

Intrepid Advisors provides full-service financial, operational, risk management and compliance solutions to the alternative investment industry.

Intrepid Advisors was founded by a team of highly experienced and dedicated advisors with executive, business, and  investing experience. We leverage our decades of operating experience to tailor solutions for each client’s needs and serve as their true strategic partner.

Our values drive us in everything that we do and in the way we treat each client.

Intrepid Advisors provides full-service financial, operational, risk management and compliance solutions to the alternative investment industry.

Intrepid Advisors was founded by a team of highly experienced and dedicated advisors with executive, business, and  investing experience. We leverage our decades of operating experience to tailor solutions for each client’s needs and serve as their true strategic partner.

Our values drive us in everything that we do and in the way we treat each client. Our values are Passion, Integrity, Accountability, and Respect.

The Values We Stand By

Passion
Integrity
Accountability
Respect

Meet the Founder

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Steven Ruggeri​

Founder & CEO

Steven brings over 20 years of experience in the financial services industry. Most recently Steven served as the Chief Financial Officer and Chief Compliance Officer of Paragon Outcomes Management where he was responsible for all financial operations and regulatory compliance of real estate and credit focused private equity funds. Previously Steven was the Chief Financial Officer and Chief Compliance Officer of Hudson Clean Energy Partners. After beginning his career at Ernst & Young, Steven went on to work for the Royal Bank of Scotland and Apollo Global Management.

Throughout Steven’s decades of experience, he has worked on numerous fund formations and fund liquidations. He has extensive experience working with limited partners and as a limited partner investor. Steven has considerable experience working with portfolio company management teams monitoring investments and providing guidance to operating and growing revenue. It is a result of this comprehensive operating experience that Steven built Intrepid Advisors to provide
these same services to limited partners, general partners and portfolio companies.

Steven is a graduate of Fordham University with a BS in Public Accounting as well as a Master of Business Administration with a concentration in Management.

Our Services

Advisory Services

We have the capabilities, expertise, and eagerness to serve all companies in the alternative investments ecosystem: general partners, limited partners, and portfolio companies.

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Investment Management Support

We provide support as replacement investment advisor or sub-advisor, and offer strategic advisory on fund management, restructurings, extensions, and more.

Let's get started

Schedule a Consultation

Intrepid Advisors brings decades of industry experience to serve the alternative investments ecosystem. Contact us for our advisory or investment management support.

Address

8 Wright Street, First Floor
PMB # 3442
Westport, CT  06880

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