Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.9% of total clients.
Top client categories% of clientsClients
1
HNWI
52.9%
83
2
Charitable
33.1%
52
3
Pension Plans
8.3%
13
4
Corporations
4.5%
7
5
Pooled Investment Vehicles
0.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7.1Bas of March 30, 2026
Discretionary99.6%
$7.0B
100% of total RAUM99.6%
Non-discretionary0.4%
$27M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$7.1B
Total Accounts157
10Y AUM Change+$3.1B (+79.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee9:1
10Y Employee Change-2 (-10.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.