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IADVISE PARTNERS
Legal name: IADVISE PARTNERS LLC
CRD 168564File 801-78614
APPROVED
Retail clients
Custody
Filing as of Apr 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$224.5M
Below cohort median (national)
Discretionary AUM
$188.5M
Non-discretionary $36.0M
Clients
20
37 accounts
Employees
3
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 30, 2013
- Principal office
- 747 THIRD AVENUE, STE. 34B, NEW YORK, NY, 10017
- Phone
- 212-686-4601
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $224.5M
- Discretionary AUM
- $188.5M
- Non-discretionary AUM
- $36.0M
- Discretionary accounts
- 32
- Non-discretionary accounts
- 5
- Total accounts
- 37
- AUM per client
- $11.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 20 | $222.5M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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.