CLOAK ADVISORS

CLOAK ADVISORS of ALBUQUERQUE, NM is an SEC-registered investment adviser (CRD 137781). Regulatory assets under management: $36.0M.

Registration

• CRD: 137781
• Type: Registered investment adviser
• Location: 2701 SAN PEDRO DR NE, ALBUQUERQUE, NM, 87110
• Phone: 505-242-9292
• Latest filing: 2026-05-18
• Regulatory AUM: $36.0M
• Discretionary AUM: $36.0M
• Clients: 2
• Accounts: 91

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 137781 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search