PARSIPPANY, NJCRD 337400Latest ADV February 24, 2026
Cadia Private Client LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Parsippany, NJ. Its latest Form ADV filing, dated February 24, 2026, reports $193M in regulatory assets under management, 3 employees, and 487 accounts.
Assets Under Management
$193M
Employees
3
Offices
--
Total Clients
122
Primary office
PARSIPPANY, NJ
1 GATEHALL DRIVE, SUITE 307, PARSIPPANY, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.3% of total clients.
Top client categories% of clientsClients
1
Individuals
62.3%
76
2
HNWI
37.7%
46
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$193Mas of February 24, 2026
Discretionary100.0%
$193M
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$193M
Total Accounts487
10Y AUM Change+$193M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee41:1
10Y Employee Change0 (0.0%)
* 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.