Brooklyn Fi, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Brooklyn, NY. Its latest Form ADV filing, dated March 12, 2026, reports $563M in regulatory assets under management, 12 employees, and 373 accounts.
Top client segmentIndividuals represent 81.0% of total clients.
Top client categories% of clientsClients
1
Individuals
81.0%
302
2
HNWI
19.0%
71
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$563Mas of March 12, 2026
Discretionary100.0%
$563M
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$563M
Total Accounts373
10Y AUM Change+$538M (+2109.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee31:1
10Y Employee Change+8 (+200.0%)
* 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.