# Integra Global Advisors LLC

> 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.

- CRD: 288511
- Filed as: INTEGRA GLOBAL ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Stamford, CT
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288511
- AdvisorCensus page: https://advisorcensus.com/firm/integra-global-advisors-llc-stamford-ct-288511

## Quick answers

**How is Integra Global Advisors LLC compensated?**
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.

**Where is Integra Global Advisors LLC located?**
Integra Global Advisors LLC's principal office is in Stamford, CT, according to its Form ADV.

**Is Integra Global Advisors LLC registered with the SEC or a state?**
Integra Global Advisors LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288511.

**How much does Integra Global Advisors LLC manage?**
Integra Global Advisors LLC reports $684,071,834 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (78% discretionary).

**How have Integra Global Advisors LLC's assets and staff changed since 2021?**
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.

**What types of clients does Integra Global Advisors LLC serve?**
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).

**Which custodians does Integra Global Advisors LLC use?**
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.

**Does Integra Global 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/288511

**What changed in Integra Global Advisors LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $684,071,834
- Discretionary: $535,195,752
- Non-discretionary: $148,876,082

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $3,429,195 |
| High net worth individuals | 38 | $449,285,788 |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $30,106,688 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $151,570,821 |
| Charitable organizations | Fewer than 5 | $27,463,843 |
| Corporations or other businesses not listed above | 4 | $22,215,499 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 11 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- integraga.com
- LinkedIn @integra-global-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $383,766,114 | 6 | March 31, 2021 |
| October 2022 | $419,248,292 | 5 | March 31, 2022 |
| October 2023 | $400,243,920 | 4 | September 22, 2023 |
| October 2024 | $417,761,940 | 4 | March 29, 2024 |
| October 2025 | $562,649,670 | 12 | July 11, 2025 |
| October 2026 | $684,071,834 | 11 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 12 to 11.
- Regulatory assets under management went from $562,649,670 to $684,071,834 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integra Global Advisors LLC (CRD 288511): Form ADV filing data as of October 2026.