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| Happy Holidays!! thanks for using AUM13F!! |
| Iadvise Partners LLC
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| CRD # | 168564 |
| SEC # | 801-78614 |
| CIK # | |
| AUM | $190.4 M (2025-06-02) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 212-686-4601 |
| Address | 747 Third Avenue New York, NY 10017 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.5 |
| (b) Individuals (high net worth individuals) | 15 | 190.0 |
| (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 | 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 | 35 | 190.4 |
| By Discretionary | ||
| Discretionary | 25 | 172.8 |
| Non-Discretionary | 10 | 17.6 |
| Total | 35 | 190.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 114.8 | |
| United States Persons | 75.7 | |
| Total | 35 | 190.4 |
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|---|---|---|
|
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TX | 0.2 |
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0.2 | |
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|
KURE Advisory LLC
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|
Argyle Capital Partners LLC
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|
CA | 0.2 |
|
Principia Wealth Advisory LLC
✚
|
TX | 0.2 |
|
Des Moines Investments LLC
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|
IA | 0.2 |
|
Copper Leaf Financial LLC
✚
|
VT | 0.2 |