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INTEGRA GLOBAL ADVISORS LLC
CRD 288511File 801-110720
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 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
- Website
- https://www.integraga.com
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 12 | 11 | decreased by1 |
| Apr 1, 2026 | Clients | 102 | 52 | decreased by50 |
| Apr 1, 2026 | AUM | $562,649,670 | $684,071,834 | increased by$121,422,164 |
| Apr 1, 2026 | Accounts | 102 | 56 | decreased by46 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 12 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 20 | 102 | increased by82 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $419,248,292 | $562,649,670 | increased by$143,401,378 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 20 | 102 | increased by82 |
| Apr 1, 2022 | Employees | 6 | 5 | decreased by1 |
| Apr 1, 2022 | Clients | 18 | 20 | increased by2 |
| Apr 1, 2022 | AUM | $383,766,114 | $419,248,292 | increased by$35,482,178 |
| Apr 1, 2022 | Accounts | 18 | 20 | increased by2 |
| Apr 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 “INTEGRA GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INTEGRA GLOBAL” 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.