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MASTERWORKS ADVISERS, LLC

CRD 324239File 801-127158
APPROVED
Retail clients
Disclosure events
Filing as of Jul 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.1M
Bottom 25% of cohort (national)
Discretionary AUM
$508K
Non-discretionary $7.6M
Clients
1,045
1,045 accounts
Employees
13
Bottom 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Sep 7, 2023
Principal office
1 WORLD TRADE, 57TH FLOOR, NEW YORK, NY, 10007
Phone
203-518-5172

Assets & accounts

ADV Item 5F
Total regulatory AUM
$8.1M
Discretionary AUM
$508K
Non-discretionary AUM
$7.6M
Discretionary accounts
322
Non-discretionary accounts
723
Total accounts
1,045
AUM per client
$8K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals270$5.7M
Individuals (other than high net worth individuals)775$2.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

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 11
  • Q11D2
  • Q11D4

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.