BALA CYNWYD, PACRD 161408Latest ADV March 27, 2026
Minerva Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bala Cynwyd, PA. Its latest Form ADV filing, dated March 27, 2026, reports $321M in regulatory assets under management, 4 employees, and 7 accounts.
Assets Under Management
$321M
Employees
4
Offices
--
Total Clients
7
Primary office
BALA CYNWYD, PA
50 MONUMENT ROAD SUITE 201, BALA CYNWYD, PA, United States
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 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 71.4% of total clients.
Top client categories% of clientsClients
1
HNWI
71.4%
5
2
Pooled Investment Vehicles
28.6%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$321Mas of March 27, 2026
Discretionary97.3%
$312M
97% of total RAUM97.3%
Non-discretionary2.7%
$9M
3% of total RAUM2.7%
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$321M
Total Accounts7
10Y AUM Change+$23M (+7.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee2:1
10Y Employee Change+1 (+33.3%)
* 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.