Ace & Company New York, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated April 1, 2026, reports $66M in regulatory assets under management, 4 employees, and 4 accounts.
Assets Under Management
$66M
Employees
4
Offices
--
Total Clients
<5
Primary office
NEW YORK, NY
712 FIFTH AVE, 27TH FLOOR, NEW YORK, NY, United States
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Fixed fees
Sources checked May 17, 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%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$66Mas of April 1, 2026
Discretionary98.0%
$65M
98% of total RAUM98.0%
Non-discretionary2.0%
$1M
2% of total RAUM2.0%
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$66M
Total Accounts4
10Y AUM Change+$66M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee1:1
10Y Employee Change0 (0.0%)
* 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.