# MA Asset Management, LLC

> MA Asset Management, LLC is an SEC-registered investment advisory firm in Irvington, NY, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 22, 2026.

- CRD: 283673
- Filed as: MA ASSET MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Irvington, NY
- Filing period: October 2026
- Form ADV filing dated: May 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283673
- AdvisorCensus page: https://advisorcensus.com/firm/ma-asset-management-llc-irvington-ny-283673

## Quick answers

**How is MA Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), MA Asset Management, 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 MA Asset Management, LLC located?**
MA Asset Management, LLC's principal office is in Irvington, NY, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is MA Asset Management, LLC registered with the SEC or a state?**
MA Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283673.

**How much does MA Asset Management, LLC manage?**
MA Asset Management, LLC reports $257,691,489 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (100% discretionary).

**How have MA Asset Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for MA Asset Management, LLC: Regulatory assets under management: $110,000,000 in the October 2021 data and $257,691,489 in the October 2026 data, up 134%. Total employees: 8 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does MA Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3); investment companies (1).

**Does MA Asset Management, 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/283673

**What changed in MA Asset Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $215,085,520 to $257,691,489 (+20%). 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
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $257,691,489
- Discretionary: $257,691,489
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $156,143,252 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $101,548,237 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 15 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- mafinancial.com/us
- LinkedIn @ma-asset-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $110,000,000 | 8 | March 30, 2021 |
| October 2022 | $143,000,000 | 10 | March 31, 2022 |
| October 2023 | $184,000,000 | 9 | October 3, 2023 |
| October 2024 | $180,603,010 | 16 | April 17, 2024 |
| October 2025 | $215,085,520 | 14 | March 28, 2025 |
| October 2026 | $257,691,489 | 15 | May 22, 2026 |

Regulatory assets under management: $110,000,000 in the October 2021 data and $257,691,489 in the October 2026 data, up 134%.
Total employees: 8 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $215,085,520 to $257,691,489 (+20%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MA Asset Management, LLC (CRD 283673): Form ADV filing data as of October 2026.