Firm profile

MASTERWORKS ADVISERS, LLC

NEW YORK, NYCRD 324239Latest ADV March 30, 2026

Masterworks Advisers, 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 March 30, 2026, reports $8M in regulatory assets under management, 13 employees, and 1,045 accounts.

Assets Under Management
$8M
Employees
13
Offices
--
Total Clients
1,045
Primary office
NEW YORK, NY
1 WORLD TRADE, 57TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJennifer Moxon

Advisory services offered

2 types reported
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 74.2% of total clients.
Top client categories% of clientsClients
1
Individuals
74.2%
775
2
HNWI
25.8%
270

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$8Mas of March 30, 2026
Discretionary6.3%
$508K
6% of total RAUM6.3%
Non-discretionary93.7%
$8M
94% of total RAUM93.7%
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$8M
Total Accounts1,045
10Y AUM Change+$8M

Employee Growth by Quarter

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

Total Employees13
Clients per Employee80:1
10Y Employee Change+13

* 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.