Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 95.6% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
95.6%
43
2
Investment Cos.
4.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.8Bas of April 13, 2026
Discretionary99.9%
$5.8B
100% of total RAUM99.9%
Non-discretionary0.1%
$8M
0% of total RAUM0.1%
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$5.8B
Total Accounts45
10Y AUM Change$-496M (-7.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee2:1
10Y Employee Change-17 (-40.5%)
* 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.