|
⚲
|
| Keyboard |
| East End Advisors LLC
✚
|
|
|---|---|
| CRD # | 147144 |
| SEC # | 801-69170 |
| CIK # | |
| AUM | 6,057.0 M (2026-04-28) |
| Employees | 17 (53% Investors, 0% Brokers) |
| Phone | 212-218-8137 |
| Address | 610 Fifth Avenue 3rd Floor New York, NY 10020 |
| Source | [IAPD] [Website] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 7 | 0.9 |
| (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 | 7 | 3.3 |
| (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 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 17 | 6.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 17 | 6.1 |
| Total | 17 | 6.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 5.3 | |
| Total | 17 | 6.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail |
| LEI | 549300J1WOBRYLACXH52 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kovack Advisors Inc
✚
|
FL | 6,279.7 M |
|
WCG Wealth Advisors LLC
✚
|
NV | 6,276.7 M |
|
Glenmede Investment Management LP
✚
|
PA | 6,197.9 M |
|
Shepherd Financial Investment Advisory LLC
✚
|
IN | 6,177.6 M |
|
Snyder Capital Management LP
✚
|
CA | 6,094.0 M |
|
Nicholas Co Inc
✚
|
WI | 6,076.9 M |
|
Dana Investment Advisors Inc
✚
|
WI | 6,076.5 M |
|
Ashton Thomas Private Wealth LLC
✚
|
AZ | 6,009.5 M |
|
Exencial Wealth Advisors LLC
✚
|
OK | 5,976.0 M |
|
W H Reaves & Co Inc
✚
|
NJ | 5,939.6 M |