INCLINE VILLAGE, NVCRD 295180Latest ADV March 19, 2026
1Confirmation is an SEC registered investment adviser organized as a limited liability company with a primary office location in Incline Village, NV. Its latest Form ADV filing, dated March 19, 2026, reports $860M in regulatory assets under management, 4 employees, and 10 accounts.
Assets Under Management
$860M
Employees
4
Offices
--
Total Clients
10
Primary office
INCLINE VILLAGE, NV
930 TAHOE BLVD STE 802, PMB 35, INCLINE VILLAGE, NV, 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 segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$860Mas of March 19, 2026
Discretionary100.0%
$860M
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$860M
Total Accounts10
10Y AUM Change+$323M (+60.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee3:1
10Y Employee Change+1 (+33.3%)
* 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.