Honeytree Investment Management is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated November 11, 2025, reports $14M in regulatory assets under management, 3 employees, and 12 accounts.
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
6
2
HNWI
41.7%
5
3
Investment Cos.
8.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$14Mas of November 11, 2025
Discretionary100.0%
$14M
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$14M
Total Accounts12
10Y AUM Change+$11M (+373.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee4:1
10Y Employee Change+1 (+50.0%)
* 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.