{
  "crd_number": 320841,
  "slug": "isgam-us-llc-west-palm-beach-fl-320841",
  "primary_business_name": "ISGAM US LLC",
  "legal_name": "ISGAM US LLC",
  "dbas": [],
  "city": "West Palm Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2023-03-24",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-08-03",
  "carried_forward": false,
  "raum_total": 66199434.0,
  "raum_discretionary": 66199434.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 26048394.0,
      "count": 34
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 40151040.0,
      "count": 17
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "LA"
  ],
  "websites": [
    "https://isgam.us"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/320841",
  "city_as_filed": "WEST PALM BEACH",
  "url": "https://advisorcensus.com/firm/isgam-us-llc-west-palm-beach-fl-320841",
  "display_name": "Isgam US LLC",
  "summary": "Isgam US LLC is a state-registered investment advisory firm in West Palm Beach, FL, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.",
  "citation": "AdvisorCensus. Isgam US LLC (CRD 320841): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Isgam US LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Isgam US LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Isgam US LLC located?",
      "a": "Isgam US LLC's principal office is in West Palm Beach, FL, according to its Form ADV."
    },
    {
      "q": "Is Isgam US LLC registered with the SEC or a state?",
      "a": "Isgam US LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 320841."
    },
    {
      "q": "How much does Isgam US LLC manage?",
      "a": "Isgam US LLC reports $66,199,434 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary)."
    },
    {
      "q": "How have Isgam US LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Isgam US LLC: Regulatory assets under management: $51,656,626 in the October 2022 data and $66,199,434 in the October 2026 data, up 28%. Total employees: 1 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Isgam US LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34); high net worth individuals (17)."
    },
    {
      "q": "Does Isgam US 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/320841"
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 51656626.0,
      "total_employees": 1,
      "filing_date": "2022-09-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 66199434.0,
      "total_employees": 5,
      "filing_date": "2026-08-03"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/isgam-us-llc-west-palm-beach-fl-320841.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 34,
      "fewer_than_5": false,
      "raum": 26048394.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 17,
      "fewer_than_5": false,
      "raum": 40151040.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/320841",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}