NEW YORK, NYCRD 319774Latest ADV February 10, 2026
Academy Asset Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated February 10, 2026, reports $1.3B in regulatory assets under management, 13 employees, 2 offices, and 14 accounts.
Assets Under Management
$1.3B
Employees
13
Offices
2 offices
Total Clients
10
Primary office
NEW YORK, NY
622 THIRD AVENUE, 12TH FLOOR, NEW YORK, NY, United States
Top client segmentCorporations represent 90.0% of total clients.
Top client categories% of clientsClients
1
Corporations
90.0%
9
2
Investment Cos.
10.0%
1
Categories with <5 clients
Charitable Organizations<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of February 10, 2026
Discretionary99.6%
$1.3B
100% of total RAUM99.6%
Non-discretionary0.4%
$5M
0% of total RAUM0.4%
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$1.3B
Total Accounts14
10Y AUM Change+$1.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee1:1
10Y Employee Change+10 (+333.3%)
* 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.