# East End Advisors, LLC

> East End Advisors, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2008, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 147144
- Filed as: EAST END ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147144
- AdvisorCensus page: https://advisorcensus.com/firm/east-end-advisors-llc-new-york-ny-147144

## Quick answers

**How is East End Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), East End Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is East End Advisors, LLC located?**
East End Advisors, LLC's principal office is in New York, NY, according to its Form ADV.

**Is East End Advisors, LLC registered with the SEC or a state?**
East End Advisors, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147144.

**How much does East End Advisors, LLC manage?**
East End Advisors, LLC reports $6,056,991,882 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (0% discretionary).

**How have East End Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for East End Advisors, LLC: Regulatory assets under management: $6,297,197,144 in the October 2021 data and $6,056,991,882 in the October 2026 data, down 4%. Total employees: 17 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does East End Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7); charitable organizations (7).

**Does East End Advisors, 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/147144

**Does East End Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "Generally, the minimum Portfolio size for an East End client is $500 million. However, we have accepted clients with less than that amount."

**What changed in East End Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: No longer lists an office in Palm Beach, FL. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $500,000,000

> Generally, the minimum Portfolio size for an East End client is $500 million. However, we have accepted clients with less than that amount.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $6,056,991,882
- Discretionary: $0
- Non-discretionary: $6,056,991,882

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 7 | $913,085,740 |
| Charitable organizations | 7 | $3,253,579,141 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,890,327,001 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2008 (18 years)
- Employees: 17 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alti-global.com
- Instagram @altiglobal
- LinkedIn @altiglobal

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $6,297,197,144 | 17 | August 6, 2021 |
| October 2022 | $6,920,578,903 | 18 | March 29, 2022 |
| October 2023 | $5,746,160,810 | 18 | July 18, 2023 |
| October 2024 | $6,467,022,245 | 16 | July 17, 2024 |
| October 2025 | $5,852,926,120 | 17 | March 28, 2025 |
| October 2026 | $6,056,991,882 | 17 | April 28, 2026 |

Regulatory assets under management: $6,297,197,144 in the October 2021 data and $6,056,991,882 in the October 2026 data, down 4%.
Total employees: 17 in October 2021 and 17 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- No longer lists an office in Palm Beach, FL.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. East End Advisors, LLC (CRD 147144): Form ADV filing data as of October 2026.