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KINTEGRAL ADVISORY, LLC
CRD 164160File 801-77438
APPROVED
Custody
Filing as of Aug 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.14B
Top 25% of cohort (national)
Discretionary AUM
$1.42B
Non-discretionary $720.2M
Clients
15
66 accounts
Employees
11
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Dec 3, 2012
- Principal office
- 126 E 56TH STREET, SUITE 2600, NEW YORK, NY, 10022
- Phone
- 646-519-4333
- Website
- HTTP://WWW.KINTEGRAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.14B
- Discretionary AUM
- $1.42B
- Non-discretionary AUM
- $720.2M
- Discretionary accounts
- 55
- Non-discretionary accounts
- 11
- Total accounts
- 66
- AUM per client
- $142.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 2 | $382.4M |
| Pooled investment vehicles | 13 | $1.76B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ANNUAL NEGOTIATED MANAGEMENT FEE; REIMBURSEMENT OF EXPENSES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- 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
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $2,078,850,249 | $2,138,796,164 | increased by$59,945,915 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 10 | 15 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,013,282,216 | $2,078,850,249 | increased by$65,568,033 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 89 | 66 | decreased by23 |
| Apr 1, 2022 | Clients | 8 | 10 | increased by2 |
| Apr 1, 2022 | AUM | $1,634,557,968 | $2,013,282,216 | increased by$378,724,248 |
| Apr 1, 2022 | Accounts | 77 | 89 | increased by12 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KINTEGRAL ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KINTEGRAL ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
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.