Advantage Capital Management 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 April 30, 2026, reports $8.3B in regulatory assets under management, 30 employees, and 72 accounts.
Assets Under Management
$8.3B
Employees
30
Offices
--
Total Clients
13
Primary office
NEW YORK, NY
1180 AVENUE OF THE AMERICAS, 21ST FLOOR, NEW YORK, NY, United States
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 segmentInsurance Cos. represent 61.5% of total clients.
Top client categories% of clientsClients
1
Insurance Cos.
61.5%
8
2
Pooled Investment Vehicles
38.5%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.3Bas of April 30, 2026
Discretionary97.8%
$8.1B
98% of total RAUM97.8%
Non-discretionary2.2%
$181M
2% of total RAUM2.2%
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$8.3B
Total Accounts72
10Y AUM Change+$7.0B (+545.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee0:1
10Y Employee Change+21 (+233.3%)
* 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.