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ASTORIA PORTFOLIO ADVISORS LLC

CRD 288271File 801-119078
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$977.6M
Above cohort median (national)
Discretionary AUM
$975.4M
Non-discretionary $2.2M
Clients
123
1,068 accounts
Employees
9
Above cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Jul 17, 2020
Principal office
500 7TH AVENUE, 9TH FLOOR, NEW YORK, NY, 10018
Phone
212-381-6185

Assets & accounts

ADV Item 5F
Total regulatory AUM
$977.6M
Discretionary AUM
$975.4M
Non-discretionary AUM
$2.2M
Discretionary accounts
1,066
Non-discretionary accounts
2
Total accounts
1,068
AUM per client
$7.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$15.0M
Investment companies4$437.7M
Other investment advisers27$424.2M
High net worth individuals29$80.8M
Individuals (other than high net worth individuals)61$19.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Other
  • Financial planning services
  • Portfolio management for investment companies
  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.