Vanderbilt Avenue Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 24, 2026, reports $242M in regulatory assets under management, 6 employees, and 23 accounts.
Assets Under Management
$242M
Employees
6
Offices
--
Total Clients
10
Primary office
NEW YORK, NY
745 FIFTH AVENUE, 5TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentCorporations represent 60.0% of total clients.
Top client categories% of clientsClients
1
Corporations
60.0%
6
2
HNWI
40.0%
4
Categories with <5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$242Mas of March 24, 2026
Discretionary80.9%
$196M
81% of total RAUM80.9%
Non-discretionary19.1%
$46M
19% of total RAUM19.1%
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$242M
Total Accounts23
10Y AUM Change$-183M (-43.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee2:1
10Y Employee Change-5 (-45.5%)
* 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.