IADVISE PARTNERS LLC

IADVISE PARTNERS LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 168564). Regulatory assets under management: $224.5M.

Registration

• CRD: 168564
• SEC file number: 801-78614
• Type: Registered investment adviser
• Location: 747 THIRD AVENUE, STE. 34B, NEW YORK, NY, 10017
• Phone: 212-686-4601
• Latest filing: 2026-04-17
• Regulatory AUM: $224.5M
• Discretionary AUM: $188.5M
• Non-discretionary AUM: $36.0M
• Clients: 3
• Accounts: 37

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (7)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168564 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search