STAMFORD, CTCRD 153428Latest ADV February 23, 2026
Rja Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Stamford, CT. Its latest Form ADV filing, dated February 23, 2026, reports $589M in regulatory assets under management, 8 employees, and 14 accounts.
Assets Under Management
$589M
Employees
8
Offices
--
Total Clients
6
Primary office
STAMFORD, CT
FOUR STAMFORD PLAZA, 107 ELM STREET, STAMFORD, CT, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 83.3% of total clients.
Top client categories% of clientsClients
1
HNWI
83.3%
5
2
Pooled Investment Vehicles
16.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Other investment advisers<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$589Mas of February 23, 2026
Discretionary100.0%
$589M
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$589M
Total Accounts14
10Y AUM Change+$4M (+0.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee1:1
10Y Employee Change0 (0.0%)
* 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.