Firm profile

S3 CAPITAL ADVISORS LLC

NEW YORK, NYCRD 322956Latest ADV January 13, 2026

S3 Capital Advisors LLC 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 January 13, 2026, reports $3.6B in regulatory assets under management, 39 employees, 1 office, and 24 accounts.

Assets Under Management
$3.6B
Employees
39
Offices
1 office
Total Clients
24
Primary office
NEW YORK, NY
535 MADISON AVENUE, 19TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(212) 300-8800
WebsiteNot reported
LinkedInNot reported

Leadership

3 roles identified
CCOBetty J. Valouktzis
CFOAri Kalton
COOMatan Kurman

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

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 segmentPooled Investment Vehicles represent 91.7% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
91.7%
22
2
SEPARATELY MANAGED ACCOUNTS
8.3%
2

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.6Bas of January 13, 2026
Discretionary96.9%
$3.5B
97% of total RAUM96.9%
Non-discretionary3.1%
$111M
3% of total RAUM3.1%
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$3.6B
Total Accounts24
10Y AUM Change

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees39
Clients per Employee1:1
10Y Employee Change

* 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.