Firm profile

EAST END ADVISORS, LLC

NEW YORK, NYCRD 147144Latest ADV April 28, 2026

East End Advisors, 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 April 28, 2026, reports $6.1B in regulatory assets under management, 17 employees, and 17 accounts.

Assets Under Management
$6.1B
Employees
17
Offices
--
Total Clients
14
Primary office
NEW YORK, NY
610 FIFTH AVENUE 3RD FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(212) 218-8137
WebsiteNot reported
LinkedInNot reported

Leadership

2 roles identified
CCOWhitney F. Lewis
CFOChristopher Brown

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
7
2
Charitable
50.0%
7
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$6.1Bas of April 28, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$6.1B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$6.1B
Total Accounts17
10Y AUM Change+$870M (+16.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees17
Clients per Employee1:1
10Y Employee Change+2 (+13.3%)

* 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.