Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Client Coverage Demographics
Top client segmentHNWI represent 55.0% of total clients.
Top client categories% of clientsClients
1
HNWI
55.0%
22
2
Government
22.5%
9
3
Charitable
12.5%
5
4
Investment Cos.
5.0%
2
5
Pooled Investment Vehicles
2.5%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$355Mas of April 20, 2026
Discretionary99.3%
$352M
99% of total RAUM99.3%
Non-discretionary0.7%
$3M
1% of total RAUM0.7%
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$355M
Total Accounts40
10Y AUM Change+$297M (+516.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee7:1
10Y Employee Change+1 (+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.