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IADVISE PARTNERS LLC

dba IADVISE PARTNERS · CRD 168564 · Registered Investment Adviser

IADVISE PARTNERS LLC is a Registered Investment Adviser headquartered in NEW YORK, NY. The firm reports $224,450,799 in regulatory assets under management across 37 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$188,467,469
Non-discretionary$35,983,330
Total RAUM$224,450,799
Accounts37

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 168564. adviserinfo.sec.gov/firm/summary/168564.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.