N10° Assets
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 342185
- Registered since
- June 1, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI98.92%
- Individuals1.08%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
N10° Assets is an independent registered investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm is SEC-registered (2026) and bills clients primarily via a percentage-of-AUM schedule alongside the ability to charge performance-based fees. Its client base is centered on individual and family relationships rather than institutional mandates. N10° Assets identifies as an active ESG investor and is not operating as a multi-state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Andrew Urbanski
Chief Investment Officer and Managing PartnerCRD 5316404
Karo Lokmanyan
Executive Director and COOCRD 5607299
Adam Urbanski
Chief Executive OfficerCRD 8282010
Contacts
2 of 2
Lauren Urbanski
Partner, Vice PresidentCRD 7399534
Elizabeth Lynch
Associate Vice PresidentCRD 6452620
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
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