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 segmentHNWI represent 62.1% of total clients.
Top client categories% of clientsClients
1
HNWI
62.1%
131
2
Individuals
37.4%
79
3
Pooled Investment Vehicles
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
FOUNDATIONS<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 31, 2026
Discretionary100.0%
$1.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.0B
Total Accounts373
10Y AUM Change+$353M (+54.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee23:1
10Y Employee Change-5 (-35.7%)
* 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.