{ "crd_number": 323898, "slug": "22v-asset-management-new-york-ny-323898", "primary_business_name": "22V ASSET MANAGEMENT", "legal_name": "22V ASSET MANAGEMENT LLC", "dbas": [], "city": "New York", "state": "NY", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2023-08-10", "years_registered": 3, "period": "2026-10-01", "filing_date": "2026-03-25", "carried_forward": false, "raum_total": 292984056.0, "raum_discretionary": 292984056.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 11, "advisory_employees": 6, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other_investment_advisers": { "raum": 0.0, "count": null, "fewer_than_5": true }, "pooled_investment_vehicles": { "raum": 292984056.0, "count": 4 } }, "compensation_types": [ "other", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://22vam.com", "https://linkedin.com/company/22v-asset-management/about" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323898", "city_as_filed": "NEW YORK", "url": "https://advisorcensus.com/firm/22v-asset-management-new-york-ny-323898", "display_name": "22V Asset Management", "summary": "22V Asset Management is an SEC-registered investment advisory firm in New York, NY, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.", "citation": "AdvisorCensus. 22V Asset Management (CRD 323898): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is 22V Asset Management compensated?", "a": "On its Form ADV (Item 5.E, October 2026), 22V Asset Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is 22V Asset Management located?", "a": "22V Asset Management's principal office is in New York, NY, according to its Form ADV." }, { "q": "Is 22V Asset Management registered with the SEC or a state?", "a": "22V Asset Management is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 323898." }, { "q": "How much does 22V Asset Management manage?", "a": "22V Asset Management reports $292,984,056 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)." }, { "q": "How have 22V Asset Management's assets and staff changed since 2023?", "a": "In the Form ADV data for 22V Asset Management: Regulatory assets under management: $125,671,000 in the October 2023 data and $292,984,056 in the October 2026 data, up 133%. Total employees: 10 in October 2023 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does 22V Asset Management serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4)." }, { "q": "Does 22V Asset Management report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323898" }, { "q": "What changed in 22V Asset Management's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $357,296,000 to $292,984,056 (-18%)." } ], "filing_history": [ { "period": "2023-10-01", "regulatory_assets_under_management": 125671000.0, "total_employees": 10, "filing_date": "2023-07-11" }, { "period": "2024-10-01", "regulatory_assets_under_management": 260125000.0, "total_employees": 10, "filing_date": "2024-03-27" }, { "period": "2025-10-01", "regulatory_assets_under_management": 357296000.0, "total_employees": 11, "filing_date": "2025-07-09" }, { "period": "2026-10-01", "regulatory_assets_under_management": 292984056.0, "total_employees": 11, "filing_date": "2026-03-25" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $357,296,000 to $292,984,056 (-18%)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/22v-asset-management-new-york-ny-323898.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 4, "fewer_than_5": false, "raum": 292984056.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": null, "fewer_than_5": true, "raum": 0.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323898", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }