WHITE PLAINS, NYCRD 168812Latest ADV February 5, 2026
Downtown Investment Advisory is an SEC registered investment adviser organized as a limited liability company with a primary office location in White Plains, NY. Its latest Form ADV filing, dated February 5, 2026, reports $125M in regulatory assets under management, 1 employee, and 153 accounts.
Assets Under Management
$125M
Employees
1
Offices
--
Total Clients
59
Primary office
WHITE PLAINS, NY
360 HAMILTON AVENUE, SUITE 1110, WHITE PLAINS, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.3% of total clients.
Top client categories% of clientsClients
1
HNWI
59.3%
35
2
Individuals
32.2%
19
3
Charitable
8.5%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$125Mas of February 5, 2026
Discretionary100.0%
$125M
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$125M
Total Accounts153
10Y AUM Change+$79M (+168.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee59:1
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.