Proaltus Usa is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated February 25, 2026, reports $605M in regulatory assets under management, 14 employees, 1 office, and 94 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.4% of total clients.
Top client categories% of clientsClients
1
Individuals
56.4%
53
2
Corporations
24.5%
23
3
HNWI
8.5%
8
4
Pooled Investment Vehicles
8.5%
8
5
Other Advisers
2.1%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$605Mas of February 25, 2026
Discretionary53.9%
$326M
54% of total RAUM53.9%
Non-discretionary46.1%
$279M
46% of total RAUM46.1%
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$605M
Total Accounts94
10Y AUM Change+$605M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee7:1
10Y Employee Change+12 (+600.0%)
* 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.