Firm profile

16TH AMENDMENT ADVISORS LLC

NEW YORK, NYCRD 150575Latest ADV March 3, 2026

16TH Amendment Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 3, 2026, reports $390M in regulatory assets under management, 8 employees, and 80 accounts.

Assets Under Management
$390M
Employees
8
Offices
--
Total Clients
80
Primary office
NEW YORK, NY
ONE ROCKEFELLER PLAZA, SUITE 2130, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJohn J. Lee

Advisory services offered

2 types reported
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
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 98.8% of total clients.
Top client categories% of clientsClients
1
HNWI
98.8%
79
2
Pooled Investment Vehicles
1.3%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$390Mas of March 3, 2026
Discretionary100.0%
$390M
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.

Latest AUM$390M
Total Accounts80
10Y AUM Change+$279M (+249.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee10:1
10Y Employee Change+7 (+700.0%)

* 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.