Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 69.9% of total clients.
Top client categories% of clientsClients
1
HNWI
69.9%
51
2
Individuals
17.8%
13
3
Pooled Investment Vehicles
6.8%
5
4
Charitable
5.5%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of June 27, 2025
Discretionary88.2%
$1.7B
88% of total RAUM88.2%
Non-discretionary11.8%
$224M
12% of total RAUM11.8%
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$1.9B
Total Accounts76
10Y AUM Change+$982M (+107.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee2:1
10Y Employee Change+5 (+20.0%)
* 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.