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SUPERSTATE ADVISERS LLC

CRD 336188File 801-132908
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.25B
Above cohort median (national)
Discretionary AUM
$1.25B
Clients
2
2 accounts
Employees
33
Above cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Jun 2, 2025
Principal office
205 W. 28TH STREET, 8TH FLOOR, NEW YORK, NY, 10001
Phone
201-497-4991

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.25B
Discretionary AUM
$1.25B
Non-discretionary AUM
$0
Discretionary accounts
2
Non-discretionary accounts
0
Total accounts
2
AUM per client
$623.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles2$1.25B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees2533increased by8
Apr 1, 2026AUM$295,311,909$1,246,016,000increased by$950,704,091
Dec 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “SUPERSTATE ADVISERS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SUPERSTATE ADVISERS” 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.