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| EDLY Advisors LLC
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|---|---|
| CRD # | 328677 |
| SEC # | 801-129144 |
| CIK # | |
| AUM | $19.8 M (2025-10-22) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 914-785-8344 |
| Address | 10 Bank Street White Plains, NY 10606 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 0.2 |
| (b) Individuals (high net worth individuals) | 6 | 0.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 8.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 10.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 30 | 19.8 |
| By Discretionary | ||
| Discretionary | 26 | 2.5 |
| Non-Discretionary | 4 | 17.3 |
| Total | 30 | 19.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 19.8 | |
| Total | 30 | 19.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Baird Principal Group Management Company I LLC
✚
|
WI | 0.0 |
|
CNL Fund Advisors II LLC
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|
FL | 0.0 |
|
The GMS Group LLC
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NJ | 0.0 |
|
Alpha Growth Management LLC
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FL | 0.0 |
|
Brendan Wood Topgun Partnerships Inc
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|
0.0 | |
|
Chanakya Capital Partners IFSC LLP
✚
|
0.0 | |
|
Cumberland Hill Capital Management LLC
✚
|
TX | 0.0 |
|
Rapid Scale LLC
✚
|
0.0 | |
|
Atlas Capital Team Inc
✚
|
0.0 | |
|
Precidian Funds LLC
✚
|
PA | 0.0 |
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