# Double Duty Money Management LLC

> Double Duty Money Management LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 26, 2026.

- CRD: 326792
- Filed as: DOUBLE DUTY MONEY MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: January 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326792
- AdvisorCensus page: https://advisorcensus.com/firm/double-duty-money-management-llc-new-york-ny-326792

## Quick answers

**How is Double Duty Money Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Double Duty Money 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.

**Where is Double Duty Money Management LLC located?**
Double Duty Money Management LLC's principal office is in New York, NY, according to its Form ADV.

**Is Double Duty Money Management LLC registered with the SEC or a state?**
Double Duty Money Management LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326792.

**How much does Double Duty Money Management LLC manage?**
Double Duty Money Management LLC reports $83,669,173 in regulatory assets under management in its Form ADV filing dated January 26, 2026 (100% discretionary).

**How have Double Duty Money Management LLC's assets and staff changed since 2023?**
In the Form ADV data for Double Duty Money Management LLC: Regulatory assets under management: $26,892,773 in the October 2023 data and $83,669,173 in the October 2026 data, up 211%. Total employees: 1 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Double Duty Money Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (14).

**Which custodians does Double Duty Money Management LLC use?**
Double Duty Money Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers Corp. and Vanguard Marketing Corporation as custodians holding 10% or more of its separately managed account assets.

**Does Double Duty Money 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 SEC record: https://adviserinfo.sec.gov/firm/summary/326792

**What changed in Double Duty Money Management LLC's recent Form ADV filings?**
In the February 2026 filing data: Employees performing advisory functions went from 5 to 3. Regulatory assets under management went from $44,022,589 to $83,669,173 (+90%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers Corp.
- Vanguard Marketing Corporation

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $83,669,173
- Discretionary: $83,669,173
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 14 | $70,951,643 |
| Charitable organizations | Fewer than 5 | $857,572 |
| Corporations or other businesses not listed above | Fewer than 5 | $11,859,958 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [doubledutymm.com](https://doubledutymm.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $26,892,773 | 1 | May 2, 2023 |
| October 2024 | $34,053,552 | 3 | March 29, 2024 |
| October 2025 | $44,022,589 | 6 | March 12, 2025 |
| October 2026 | $83,669,173 | 4 | January 26, 2026 |

Regulatory assets under management: $26,892,773 in the October 2023 data and $83,669,173 in the October 2026 data, up 211%.
Total employees: 1 in October 2023 and 4 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Employees performing advisory functions went from 5 to 3.
- Regulatory assets under management went from $44,022,589 to $83,669,173 (+90%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Double Duty Money Management LLC (CRD 326792): Form ADV filing data as of October 2026.