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ARAX ADVISORY PARTNERS
Legal name: ARAX ADVISORY PARTNERS, LLC
CRD 133535File 801-67165
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$26.52B
Top 10% of cohort (national)
Discretionary AUM
$23.83B
Non-discretionary $2.69B
Clients
15,662
39,138 accounts
Employees
361
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 20, 2006
- Principal office
- 10 EAST 53RD STREET, 14TH FLOOR, NEW YORK, NY, 10022
- Phone
- 646-777-1823
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $26.52B
- Discretionary AUM
- $23.83B
- Non-discretionary AUM
- $2.69B
- Discretionary accounts
- 35,710
- Non-discretionary accounts
- 3,428
- Total accounts
- 39,138
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 312 | $1.41B |
| Charitable organizations | 130 | $298.7M |
| High net worth individuals | 4,949 | $21.24B |
| Pooled investment vehicles | 12 | $235.1M |
| Pension and profit sharing plans | 53 | $285.2M |
| Individuals (other than high net worth individuals) | 10,206 | $3.05B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SEMINARS, TRUSTEE SERVICES, BILL PAY, TAX PREP, RIA SHARED SVCS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D4
- Q11D5
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Employees | 358 | 361 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.