Christmas Corporation is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 27, 2026, reports $4M in regulatory assets under management, 4 employees, 1 office, and 44 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Performance-based fees
Subscription fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 95.5% of total clients.
Top client categories% of clientsClients
1
HNWI
95.5%
42
2
Pooled Investment Vehicles
2.3%
1
3
Corporations
2.3%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4Mas of March 27, 2026
Discretionary52.1%
$2M
52% of total RAUM52.1%
Non-discretionary47.9%
$2M
48% of total RAUM47.9%
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$4M
Total Accounts44
10Y AUM Change+$4M (+1988.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee11:1
10Y Employee Change+2 (+100.0%)
* 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.