{
  "crd_number": 329076,
  "slug": "community-tailored-opportunities-llc-new-york-ny-329076",
  "primary_business_name": "COMMUNITY TAILORED OPPORTUNITIES LLC",
  "legal_name": "COMMUNITY TAILORED OPPORTUNITIES LLC",
  "dbas": [
    "MEET PERRY, INC."
  ],
  "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": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2024-01-11",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://instagram.com/meet_perry",
    "https://linkedin.com/company/meetperry",
    "https://meetperry.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329076",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/community-tailored-opportunities-llc-new-york-ny-329076",
  "display_name": "Community Tailored Opportunities LLC",
  "summary": "Community Tailored Opportunities LLC is an exempt reporting adviser in New York, NY, filing reports since 2024. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Community Tailored Opportunities LLC (CRD 329076): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Community Tailored Opportunities LLC located?",
      "a": "Community Tailored Opportunities LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "How does Community Tailored Opportunities LLC report to regulators?",
      "a": "Community Tailored Opportunities LLC is an exempt reporting adviser, filing reports since 2024. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 329076."
    },
    {
      "q": "Does Community Tailored Opportunities LLC report any disciplinary disclosures?",
      "a": "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/329076"
    },
    {
      "q": "What changed in Community Tailored Opportunities LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Changed its office addresses in Charlotte, NC."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-09-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-04-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Changed its office addresses in Charlotte, NC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/community-tailored-opportunities-llc-new-york-ny-329076.md",
  "clients": [],
  "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/329076",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
