N10° Assets
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 342185
- Registered since
- June 1, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
N10° Assets is a recently formed LLC that registered with the SEC in 2026 and positions itself as an adviser focused on portfolio management for individuals and small businesses. The firm charges both a percentage-of-AUM fee and performance-based fees, and it identifies as an active ESG investor. Ownership is listed as a combination of a domestic entity and an individual. N10° reports it is not a capital allocator and is classified as “unclassified” in the snapshot data; it also lists its industry affiliation as an “Other Investment Adviser.” The combination of performance fees, an ESG emphasis, and stated advisory activity toward individual and small-business portfolios suggests a boutique manager that intends to blend public-market management with higher-touch or outcome-oriented mandates rather than acting as a traditional multi-state or institutional pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Karo Lokmanyan
Executive Director and COOCRD 5607299
Andrew Urbanski
Chief Investment Officer and Managing PartnerCRD 5316404
Adam Urbanski
Chief Executive OfficerCRD 8282010
Contacts
2 of 2
Elizabeth Lynch
Associate Vice PresidentCRD 6452620

Lauren Urbanski
Partner, Vice PresidentCRD 7399534
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$26.9M in ETFs
21%
$5.7M
79%
$21.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ANGEL OAK INCOME ETF (CARY) | Angel Oak | Active | Multisector Bond | $21.2M | 1,020,304 | 78.69% |
Location
Greenwich, CT
Fairfield
Location
Greenwich, CT
Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 5 Greenwich Office Park
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Endeavour Capital Advisors Inc.
RIAGreenwich, CT
Paloma Partners Management Company
RIAGreenwich, CT
Teton Advisors, LLC
RIAGreenwich, CT
Edgewood Management LLC
RIAGreenwich, CT
Gabelli & Company Investment Advisers, Inc.
RIAGreenwich, CT
Pemberwick Investment Advisors, LLC
RIAGreenwich, CT