Fruitful 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 March 20, 2026, reports $25M in regulatory assets under management, 44 employees, 1 office, and 620 accounts.
Assets Under Management
$25M
Employees
44
Offices
1 office
Total Clients
351
Primary office
NEW YORK, NY
335 MADISON AVE., SUITE 5H, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Subscription fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.7% of total clients.
Top client categories% of clientsClients
1
Individuals
99.7%
350
2
HNWI
0.3%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$25Mas of March 20, 2026
Discretionary100.0%
$25M
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$25M
Total Accounts620
10Y AUM Change+$25M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees44
Clients per Employee8:1
10Y Employee Change+42 (+2100.0%)
* 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.