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DUTCH ASSET CORPORATION
CRD 170884File 801-122087
APPROVED
Retail clients
Filing as of Jun 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$186.9M
Bottom 25% of cohort (national)
Discretionary AUM
$182.3M
Non-discretionary $4.5M
Clients
228
441 accounts
Employees
10
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 16, 2021
- Principal office
- 113B JERICHO RD, SELKIRK, NY, 12158
- Phone
- 518-478-8077
- Website
- HTTP://WWW.DUTCHASSET.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $186.9M
- Discretionary AUM
- $182.3M
- Non-discretionary AUM
- $4.5M
- Discretionary accounts
- 438
- Non-discretionary accounts
- 3
- Total accounts
- 441
- AUM per client
- $820K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.0M |
| Insurance companies | Fewer than 5 | $5.3M |
| High net worth individuals | 60 | $127.3M |
| Pension and profit sharing plans | 5 | $6.7M |
| Individuals (other than high net worth individuals) | 159 | $44.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 10 | increased by6 |
| Apr 1, 2026 | Clients | 119 | 228 | increased by109 |
| Apr 1, 2026 | AUM | $91,091,678 | $186,877,957 | increased by$95,786,279 |
| Apr 1, 2026 | Accounts | 233 | 441 | increased by208 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 4 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 75 | 119 | increased by44 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $30,484,812 | $91,091,678 | increased by$60,606,866 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 117 | 233 | increased by116 |
| Apr 1, 2022 | Clients | 69 | 75 | increased by6 |
| Apr 1, 2022 | AUM | $26,265,031 | $30,484,812 | increased by$4,219,781 |
| Apr 1, 2022 | Accounts | 122 | 117 | decreased by5 |
| Sep 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 “DUTCH ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DUTCH ASSET” 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.