N10° Assets

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
5

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Karo Lokmanyan

    Karo Lokmanyan

    Executive Director and COOCRD 5607299

  • Andrew Urbanski

    Andrew Urbanski

    Chief Investment Officer and Managing PartnerCRD 5316404

  • Adam Urbanski

    Chief Executive OfficerCRD 8282010

Contacts

2 of 2
  • Elizabeth Lynch

    Elizabeth Lynch

    Associate Vice PresidentCRD 6452620

  • Lauren Urbanski

    Lauren Urbanski

    Partner, Vice PresidentCRD 7399534

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 6

Active vs passive

$26.9M in ETFs

Passive

21%

$5.7M

Active

79%

$21.2M

ETFProviderStyleCategoryValueShares% of portfolio
ANGEL OAK INCOME ETF (CARY)Angel OakActiveMultisector Bond$21.2M1,020,30478.69%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth