STATEN ISLAND, NYCRD 318332Latest ADV March 13, 2026
Purevest is an SEC registered investment adviser organized as a limited liability company with a primary office location in Staten Island, NY. Its latest Form ADV filing, dated March 13, 2026, reports $52M in regulatory assets under management, 2 employees, and 91 accounts.
Assets Under Management
$52M
Employees
2
Offices
--
Total Clients
91
Primary office
STATEN ISLAND, NY
1110 SOUTH AVE, SUITE 85, STATEN ISLAND, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.0% of total clients.
Top client categories% of clientsClients
1
Individuals
89.0%
81
2
HNWI
11.0%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$52Mas of March 13, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$52M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$52M
Total Accounts91
10Y AUM Change+$52M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee46:1
10Y Employee Change+1 (+100.0%)
* 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.