# Analytic Investment Management LLC

> Analytic Investment Management LLC is a state-registered investment advisory firm, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 16, 2026.

- CRD: 144752
- Filed as: ANALYTIC INVESTMENT MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: January 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/144752
- AdvisorCensus page: https://advisorcensus.com/firm/analytic-investment-management-llc-144752

## Quick answers

**How is Analytic Investment Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Analytic Investment Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Analytic Investment Management LLC registered with the SEC or a state?**
Analytic Investment Management LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 144752.

**How much does Analytic Investment Management LLC manage?**
Analytic Investment Management LLC reports $7,481,755 in regulatory assets under management in its Form ADV filing dated January 16, 2026 (100% discretionary).

**What types of clients does Analytic Investment Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (6).

**Does Analytic Investment Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/144752

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $7,481,755
- Discretionary: $7,481,755
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 6 | $7,481,755 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2007 (18 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- aimanage.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Analytic Investment Management LLC (CRD 144752): Form ADV filing data as of October 2026.