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INTEGRA GLOBAL ADVISORS LLC
CRD 288511File 801-110720
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$684.1M
Above cohort median (national)
Discretionary AUM
$535.2M
Non-discretionary $148.9M
Clients
52
56 accounts
Employees
11
Below cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jun 26, 2017
- Principal office
- 281 TRESSER BOULEVARD - SUITE 401, STAMFORD, CT, 06901
- Phone
- (203) 266-3942
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $684.1M
- Discretionary AUM
- $535.2M
- Non-discretionary AUM
- $148.9M
- Discretionary accounts
- 53
- Non-discretionary accounts
- 3
- Total accounts
- 56
- AUM per client
- $13.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $22.2M |
| Charitable organizations | Fewer than 5 | $27.5M |
| High net worth individuals | 38 | $449.3M |
| Pooled investment vehicles | 4 | $30.1M |
| Pension and profit sharing plans | Fewer than 5 | $151.6M |
| Individuals (other than high net worth individuals) | 6 | $3.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- 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
- Yes
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.