SHRI ADVISORS

SHRI ADVISORS is an SEC-registered investment adviser (CRD 168207). Regulatory assets under management: $108.2M.

Registration

• CRD: 168207
• Type: Registered investment adviser
• Phone: 732-329-4054
• Latest filing: 2026-05-16
• Regulatory AUM: $108.2M
• Discretionary AUM: $93.6M
• Non-discretionary AUM: $14.7M
• Clients: 2
• Accounts: 203

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168207 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search