Integra Global Advisors 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 March 31, 2026, reports $684M in regulatory assets under management, 11 employees, and 56 accounts.
Assets Under Management
$684M
Employees
11
Offices
--
Total Clients
52
Primary office
STAMFORD, CT
281 TRESSER BOULEVARD - SUITE 401, STAMFORD, CT, United States
Top client segmentHNWI represent 73.1% of total clients.
Top client categories% of clientsClients
1
HNWI
73.1%
38
2
Individuals
11.5%
6
3
Pooled Investment Vehicles
7.7%
4
4
Corporations
7.7%
4
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$684Mas of March 31, 2026
Discretionary78.2%
$535M
78% of total RAUM78.2%
Non-discretionary21.8%
$149M
22% of total RAUM21.8%
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$684M
Total Accounts56
10Y AUM Change+$684M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee5:1
10Y Employee Change+8 (+266.7%)
* 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.