# Midtown Investment Advisors LLC

> Midtown Investment Advisors LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 316137
- Filed as: MIDTOWN INVESTMENT ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316137
- AdvisorCensus page: https://advisorcensus.com/firm/midtown-investment-advisors-llc-miami-fl-316137

## Quick answers

**How is Midtown Investment Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Midtown Investment Advisors LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Midtown Investment Advisors LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Midtown Investment Advisors LLC located?**
Midtown Investment Advisors LLC's principal office is in Miami, FL, according to its Form ADV.

**Is Midtown Investment Advisors LLC registered with the SEC or a state?**
Midtown Investment Advisors LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316137.

**How much does Midtown Investment Advisors LLC manage?**
Midtown Investment Advisors LLC reports $278,021,328 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Midtown Investment Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Midtown Investment Advisors LLC: Regulatory assets under management: $10,500,000 in the October 2021 data and $278,021,328 in the October 2026 data, up 2548%. Total employees: 2 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Midtown Investment Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (11).

**Does Midtown Investment 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/316137

**What changed in Midtown Investment Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $310,989,921 to $278,021,328 (-11%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 1% of assets a year

> For services provided to Clients, the Firm is entitled to receive an annual Advisory Fee of up two percent (1%) of the assets it manages.

> The Firm may, in its sole discretion, reduce, waive or rebate all or a portion of the Advisory Fee with respect to one or more Clients

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $278,021,328
- Discretionary: $278,021,328
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 11 | $278,021,328 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [midtownia.com](https://midtownia.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $10,500,000 | 2 | October 1, 2021 |
| October 2022 | $119,000,000 | 2 | January 25, 2022 |
| October 2023 | $238,982,401 | 5 | March 31, 2023 |
| October 2024 | $338,636,603 | 5 | March 4, 2024 |
| October 2025 | $310,989,921 | 5 | March 25, 2025 |
| October 2026 | $278,021,328 | 4 | March 31, 2026 |

Regulatory assets under management: $10,500,000 in the October 2021 data and $278,021,328 in the October 2026 data, up 2548%.
Total employees: 2 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $310,989,921 to $278,021,328 (-11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Midtown Investment Advisors LLC (CRD 316137): Form ADV filing data as of October 2026.