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| Advisorengine Portfolio Solutions Inc
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|
|---|---|
| CRD # | 336317 |
| SEC # | 801-134392 |
| CIK # | |
| AUM | $176.4 M (2026-06-18) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 888-225-7216 |
| Address | 1616 E Millbrook Road Raleigh, NC 27609 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 3 | 176.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 587 | 176.4 |
| By Discretionary | ||
| Discretionary | 587 | 176.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 587 | 176.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 176.4 | |
| Total | 587 | 176.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
PSP Research LLC
✚
|
0.2 | |
|
Maroon PASS Advisors LP
✚
|
TX | 0.2 |
|
Totus Alpha Management PTY Ltd
✚
|
0.2 | |
|
Highbury Park LLC
✚
|
0.2 | |
|
Summerhaven Investment Management LLC
✚
|
CT | 0.2 |
|
Routeburn Capital LP
✚
|
0.2 | |
|
Port Street Investments LLC
✚
|
CA | 0.2 |
|
Pemberwick Investment Advisors LLC
✚
|
CT | 0.2 |
|
ASCO Financial Group Inc
✚
|
PA | 0.2 |
|
Vizcaya Capital Partners LLC
✚
|
FL | 0.2 |