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MINERVA ADVISORS LLC
CRD 161408File 801-73417
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$321.0M
Below cohort median (national)
Discretionary AUM
$312.5M
Non-discretionary $8.5M
Clients
7
7 accounts
Employees
4
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 28, 2012
- Principal office
- 50 MONUMENT ROAD SUITE 201, BALA CYNWYD, PA, 19004
- Phone
- 484-434-2258
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $321.0M
- Discretionary AUM
- $312.5M
- Non-discretionary AUM
- $8.5M
- Discretionary accounts
- 6
- Non-discretionary accounts
- 1
- Total accounts
- 7
- AUM per client
- $45.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $86.9M |
| Pooled investment vehicles | 2 | $234.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- 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
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.