IADVISE PARTNERS

RIASEC RegisteredEst. 2013

Total AUM

$224M

Discretionary

$188M

84% of AUM

Avg account

$6.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 168564
Registered since: September 30, 2013
Website: www.iadvisepartners.com
Custodians: J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI99.15%
Individuals0.85%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Iadvise Partners is an independent registered investment adviser organized as an LLC and registered with the SEC in 2013. The firm serves primarily individual and family clients and bills on a combination of percentage-of-assets and fixed-fee arrangements. It describes itself as a capital allocator that provides portfolio management for individuals, small businesses and institutional/business clients, and it also performs selection of third‑party advisers. Iadvise Partners does not self-identify as an active ESG investor and its filings do not indicate pension consulting or related-adviser services.