|
⚲
|
| Keyboard |
| Magnifina LLC
✚
|
|
|---|---|
| CRD # | 306005 |
| SEC # | 801-117932 |
| CIK # | |
| AUM | 53.9 M (2026-03-20) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 800-732-0818 |
| Address | 2 Depot Plaza Bedford Hills, NY 10507 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 2.7 |
| (b) Individuals (high net worth individuals) | 0 | 28.4 |
| (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 | 1.7 |
| (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 | 21.1 |
| Total | 52 | 53.9 |
| By Discretionary | ||
| Discretionary | 49 | 52.9 |
| Non-Discretionary | 3 | 1.0 |
| Total | 52 | 53.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 53.9 | |
| Total | 52 | 53.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Flying Point Asset Management LLC
✚
|
55.7 M | |
|
Bullseye IG LLC
✚
|
55.6 M | |
|
Hyland Bruce Tappan
✚
|
55.4 M | |
|
Miano John Christopher
✚
|
NY | 54.5 M |
|
LT Advisors LLC
✚
|
NY | 53.5 M |
|
Visdom Investment Group LLC
✚
|
NY | 53.1 M |
|
Parkside Family Office LLC
✚
|
52.4 M | |
|
Legado Wealth Management LLC
✚
|
NY | 51.0 M |
|
Summer Creek Wealth Management LLC
✚
|
50.8 M | |
|
Sabbia Faro Wealth Management LLC
✚
|
50.6 M |