ANALYTIC INVESTMENT MANAGEMENT LLC

ANALYTIC INVESTMENT MANAGEMENT LLC is an SEC-registered investment adviser (CRD 144752). Regulatory assets under management: $7.5M.

Registration

• CRD: 144752
• Type: Registered investment adviser
• Phone: 408-916-5689
• Latest filing: 2026-01-16
• Regulatory AUM: $7.5M
• Discretionary AUM: $7.5M
• Clients: 2
• Accounts: 10

Business model

Compensation: % of AUM.

Clients served: 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 144752 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search