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ASTORIA PORTFOLIO ADVISORS LLC
CRD 288271File 801-119078
APPROVED
Retail clients
Custody
Filing as of Sep 9, 2026
Feed vintage Oct 1, 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 type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $15.0M |
| Investment companies | 4 | $437.7M |
| Other investment advisers | 27 | $424.2M |
| High net worth individuals | 29 | $80.8M |
| Individuals (other than high net worth individuals) | 61 | $19.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 7 | 9 | increased by2 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 1,089 | 123 | decreased by966 |
| Apr 1, 2026 | AUM | $698,759,657 | $977,614,793 | increased by$278,855,136 |
| Apr 1, 2026 | Accounts | 1,059 | 1,068 | increased by9 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 398 | 1,089 | increased by691 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $178,730,070 | $698,759,657 | increased by$520,029,587 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 626 | 1,059 | increased by433 |
| Jul 1, 2022 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2022 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2022 | Clients | 293 | 398 | increased by105 |
| Apr 1, 2022 | AUM | $149,174,992 | $178,730,070 | increased by$29,555,078 |
| Apr 1, 2022 | Accounts | 485 | 626 | increased by141 |
| Aug 1, 2021 | Clients | 537 | 293 | decreased by244 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ASTORIA PORTFOLIO” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ASTORIA PORTFOLIO” 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.