ENVEST ASSET MANAGEMENT, LLC

ENVEST ASSET MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 293134). Regulatory assets under management: $45.8M.

Registration

• CRD: 293134
• Type: Registered investment adviser
• Phone: 516-521-7898
• Latest filing: 2026-06-04
• Regulatory AUM: $45.8M
• Discretionary AUM: $44.2M
• Non-discretionary AUM: $1.6M
• Clients: 2
• Accounts: 134

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 293134 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search