Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 70.0% of total clients.
Top client categories% of clientsClients
1
HNWI
70.0%
7
2
Investment Cos.
30.0%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$90Mas of February 18, 2026
Discretionary72.9%
$65M
73% of total RAUM72.9%
Non-discretionary27.1%
$24M
27% of total RAUM27.1%
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.
Total AUM$90M
Total Accounts10
10Y AUM Change$-12M (-12.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee1:1
10Y Employee Change-4 (-33.3%)
* 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.