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⚲
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| Iadvise Partners LLC
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|
|
|---|---|
| CRD # | 168564 |
| SEC # | 801-78614 |
| CIK # | |
| AUM | $224.5 M (2026-04-17) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 212-686-4601 |
| Address | 747 Third Avenue New York, NY 10017 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 1.9 |
| (b) Individuals (high net worth individuals) | 20 | 222.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 37 | 224.5 |
| By Discretionary | ||
| Discretionary | 32 | 188.5 |
| Non-Discretionary | 5 | 36.0 |
| Total | 37 | 224.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 121.7 | |
| United States Persons | 102.7 | |
| Total | 37 | 224.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Principia Wealth Advisory LLC
✚
|
TX | 0.2 |
|
Prato Capital Management Inc
✚
|
NY | 0.2 |
|
Financial Management Inc
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|
AR | 0.2 |
|
ORCA Wealth Management LLC
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|
FL | 0.2 |
|
Meritis Wealth Management Inc
✚
|
MD | 0.2 |
|
Old Bridge Capital Management Private Limited
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|
0.2 | |
|
McAlvany Wealth Management LLC
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|
CO | 0.2 |
|
Bucket List Wealth Management LLC
✚
|
FL | 0.2 |
|
McAlister Sweet & Associates Inc
✚
|
TX | 0.2 |
|
Mainstream Capital Management LLC
✚
|
CA | 0.2 |