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ETHIC
Legal name: ETHIC INC.
CRD 282827File 801-107290
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$7.82B
Top 10% of cohort (national)
Discretionary AUM
$7.82B
Clients
168
2,936 accounts
Employees
76
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 18, 2016
- Principal office
- 99 HUDSON STREET, 17TH FLOOR, NEW YORK, NY, 10013
- Phone
- (646) 687-6744
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.82B
- Discretionary AUM
- $7.82B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,936
- Non-discretionary accounts
- 0
- Total accounts
- 2,936
- AUM per client
- $46.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 20 | $1.75B |
| Insurance companies | Fewer than 5 | $252.5M |
| Charitable organizations | 23 | $552.0M |
| Other investment advisers | 98 | $5.10B |
| High net worth individuals | 14 | $132.0M |
| Individuals (other than high net worth individuals) | 13 | $35.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Portfolio management for businesses
- 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 |
|---|---|---|---|
| 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.