Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Client Coverage Demographics
Top client segmentHNWI represent 85.7% of total clients.
Top client categories% of clientsClients
1
HNWI
85.7%
335
2
Corporations
6.1%
24
3
Pension Plans
2.3%
9
4
Charitable
2.3%
9
5
Pooled Investment Vehicles
1.5%
6
Categories with <5 clients
Banking or thrift institutions<5 clients
Individuals (other than high net worth individuals)<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7.4Bas of March 10, 2026
Discretionary100.0%
$7.4B
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$7.4B
Total Accounts391
10Y AUM Change+$1.5B (+25.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee13:1
10Y Employee Change+5 (+20.0%)
* 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.