{
  "crd_number": 168564,
  "slug": "iadvise-partners-new-york-ny-168564",
  "primary_business_name": "IADVISE PARTNERS",
  "legal_name": "IADVISE PARTNERS 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": "2013-09-30",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-04-17",
  "carried_forward": false,
  "raum_total": 224450799.0,
  "raum_discretionary": 188467469.0,
  "raum_non_discretionary": 35983330.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 1907321.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 222543478.0,
      "count": 20
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NY"
  ],
  "websites": [
    "https://iadvisepartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168564",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/iadvise-partners-new-york-ny-168564",
  "display_name": "Iadvise Partners",
  "summary": "Iadvise Partners is an SEC-registered investment advisory firm in New York, NY, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 17, 2026.",
  "citation": "AdvisorCensus. Iadvise Partners (CRD 168564): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Iadvise Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Iadvise Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Iadvise Partners located?",
      "a": "Iadvise Partners' principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Iadvise Partners registered with the SEC or a state?",
      "a": "Iadvise Partners is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 168564."
    },
    {
      "q": "How much does Iadvise Partners manage?",
      "a": "Iadvise Partners reports $224,450,799 in regulatory assets under management in its Form ADV filing dated April 17, 2026 (84% discretionary)."
    },
    {
      "q": "How have Iadvise Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Iadvise Partners: Regulatory assets under management: $169,663,060 in the October 2021 data and $224,450,799 in the October 2026 data, up 32%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Iadvise Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (20)."
    },
    {
      "q": "Which custodians does Iadvise Partners use?",
      "a": "Iadvise Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists JP Morgan Chase Bank NA as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Iadvise Partners 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/168564"
    },
    {
      "q": "What changed in Iadvise Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $190,442,528 to $224,450,799 (+18%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 169663060.0,
      "total_employees": 3,
      "filing_date": "2021-03-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 176525058.0,
      "total_employees": 2,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 159728261.0,
      "total_employees": 2,
      "filing_date": "2023-03-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 174390288.0,
      "total_employees": 2,
      "filing_date": "2024-06-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 190442528.0,
      "total_employees": 3,
      "filing_date": "2025-06-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 224450799.0,
      "total_employees": 3,
      "filing_date": "2026-04-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $190,442,528 to $224,450,799 (+18%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "JP Morgan Chase Bank NA",
      "name_as_filed": "JP MORGAN CHASE BANK NA",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/iadvise-partners-new-york-ny-168564.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 1907321.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 20,
      "fewer_than_5": false,
      "raum": 222543478.0
    }
  ],
  "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/168564",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}