GREENWICH, CTCRD 13035Latest ADV December 16, 2025
Searle & Co. is an SEC registered investment adviser organized as a corporation with a primary office location in Greenwich, CT. Its latest Form ADV filing, dated December 16, 2025, reports $630M in regulatory assets under management, 13 employees, 4 offices, and 129 accounts.
Assets Under Management
$630M
Employees
13
Offices
4 offices
Total Clients
127
Primary office
GREENWICH, CT
333 GREENWICH AVENUE, GREENWICH, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Commissions
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 93.7% of total clients.
Top client categories% of clientsClients
1
HNWI
93.7%
119
2
Individuals
5.5%
7
3
Charitable
0.8%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$630Mas of December 16, 2025
Discretionary95.4%
$601M
95% of total RAUM95.4%
Non-discretionary4.6%
$29M
5% of total RAUM4.6%
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$630M
Total Accounts129
10Y AUM Change+$360M (+133.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee10:1
10Y Employee Change0 (0.0%)
* 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.