Top client segmentHNWI represent 38.5% of total clients.
Top client categories% of clientsClients
1
HNWI
38.5%
15
2
Pension Plans
38.5%
15
3
Individuals
23.1%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of April 29, 2026
Discretionary69.9%
$893M
70% of total RAUM69.9%
Non-discretionary30.1%
$384M
30% of total RAUM30.1%
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$1.3B
Total Accounts116
10Y AUM Change+$220M (+20.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee3:1
10Y Employee Change+8 (+114.3%)
* 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.