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ACADEMY ASSET MANAGEMENT
Legal name: ACADEMY ASSET MANAGEMENT, LLC
CRD 319774File 801-125719
APPROVED
Filing as of Feb 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.29B
Above cohort median (national)
Discretionary AUM
$1.28B
Non-discretionary $5.2M
Clients
10
14 accounts
Employees
13
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 20, 2022
- Principal office
- 622 THIRD AVENUE, 12TH FLOOR, NEW YORK, NY, 10017
- Phone
- 646-341-6869
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.29B
- Discretionary AUM
- $1.28B
- Non-discretionary AUM
- $5.2M
- Discretionary accounts
- 13
- Non-discretionary accounts
- 1
- Total accounts
- 14
- AUM per client
- $128.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $408.6M |
| Investment companies | 1 | $87.9M |
| Charitable organizations | Fewer than 5 | $4.2M |
| State or municipal government entities | Fewer than 5 | $786.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
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.