BLUMBERG B+V ADVISORS, LLC

BLUMBERG B+V ADVISORS, LLC is an SEC-registered investment adviser (CRD 162654). Regulatory assets under management: $20.2M.

Registration

• CRD: 162654
• Type: Registered investment adviser
• Phone: 914-282-0941
• Latest filing: 2026-01-16
• Regulatory AUM: $20.2M
• Discretionary AUM: $20.2M
• Clients: 1
• Accounts: 8

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 162654 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search