{
  "crd_number": 288511,
  "slug": "integra-global-advisors-llc-stamford-ct-288511",
  "primary_business_name": "INTEGRA GLOBAL ADVISORS LLC",
  "legal_name": "INTEGRA GLOBAL ADVISORS LLC",
  "dbas": [],
  "city": "Stamford",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "14860",
  "metro": {
    "cbsa_code": "14860",
    "common_name": "Bridgeport",
    "msa_name": "Bridgeport-Stamford-Danbury, CT",
    "path": "/advisors/ct/bridgeport"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-06-26",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 684071834.0,
  "raum_discretionary": 535195752.0,
  "raum_non_discretionary": 148876082.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 11,
  "advisory_employees": 11,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 27463843.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 3429195.0,
      "count": 6
    },
    "pension_profit_sharing": {
      "raum": 151570821.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 449285788.0,
      "count": 38
    },
    "pooled_investment_vehicles": {
      "raum": 30106688.0,
      "count": 4
    },
    "corporations_other_businesses": {
      "raum": 22215499.0,
      "count": 4
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "FL",
    "NY",
    "TX"
  ],
  "websites": [
    "https://integraga.com",
    "https://linkedin.com/company/integra-global-advisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288511",
  "city_as_filed": "STAMFORD",
  "url": "https://advisorcensus.com/firm/integra-global-advisors-llc-stamford-ct-288511",
  "display_name": "Integra Global Advisors LLC",
  "summary": "Integra Global Advisors LLC is an SEC-registered investment advisory firm in Stamford, CT, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Integra Global Advisors LLC (CRD 288511): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Integra Global Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Integra Global Advisors LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Integra Global Advisors LLC located?",
      "a": "Integra Global Advisors LLC's principal office is in Stamford, CT, according to its Form ADV."
    },
    {
      "q": "Is Integra Global Advisors LLC registered with the SEC or a state?",
      "a": "Integra Global Advisors LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288511."
    },
    {
      "q": "How much does Integra Global Advisors LLC manage?",
      "a": "Integra Global Advisors LLC reports $684,071,834 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (78% discretionary)."
    },
    {
      "q": "How have Integra Global Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Integra Global Advisors LLC: Regulatory assets under management: $383,766,114 in the October 2021 data and $684,071,834 in the October 2026 data, up 78%. Total employees: 6 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Integra Global Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (38); individuals (other than high net worth individuals) (6); pooled investment vehicles (other than investment companies and business development companies) (4)."
    },
    {
      "q": "Which custodians does Integra Global Advisors LLC use?",
      "a": "Integra Global Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Integra Global Advisors 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 SEC record: https://adviserinfo.sec.gov/firm/summary/288511"
    },
    {
      "q": "What changed in Integra Global Advisors LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 12 to 11. Regulatory assets under management went from $562,649,670 to $684,071,834 (+22%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 383766114.0,
      "total_employees": 6,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 419248292.0,
      "total_employees": 5,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 400243920.0,
      "total_employees": 4,
      "filing_date": "2023-09-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 417761940.0,
      "total_employees": 4,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 562649670.0,
      "total_employees": 12,
      "filing_date": "2025-07-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 684071834.0,
      "total_employees": 11,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 12 to 11.",
        "Regulatory assets under management went from $562,649,670 to $684,071,834 (+22%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "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/integra-global-advisors-llc-stamford-ct-288511.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 3429195.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 38,
      "fewer_than_5": false,
      "raum": 449285788.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 30106688.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 151570821.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 27463843.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": false,
      "raum": 22215499.0
    }
  ],
  "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/288511",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}