METHODICA INVESTMENT MANAGEMENT LLC

METHODICA INVESTMENT MANAGEMENT LLC is an SEC-registered investment adviser (CRD 288680). Regulatory assets under management: $28.3M.

Registration

• CRD: 288680
• Type: Registered investment adviser
• Phone: 917-794-6646
• Latest filing: 2026-02-09
• Regulatory AUM: $28.3M
• Discretionary AUM: $28.3M
• Clients: 1
• Accounts: 77

Business model

Compensation: % of AUM, Hourly, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288680 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search