{
  "crd_number": 315568,
  "slug": "mint-asset-management-llc-new-york-ny-315568",
  "primary_business_name": "MINT ASSET MANAGEMENT LLC",
  "legal_name": "MINT ASSET MANAGEMENT LLC",
  "dbas": [
    "ASSET WISE ANALYTICS",
    "BRYAN PERRY'S PRIVATE CLIENTS"
  ],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-09-05",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-08-21",
  "carried_forward": false,
  "raum_total": 64543171.0,
  "raum_discretionary": 64543171.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2739982.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 11535538.0,
      "count": 31
    },
    "high_net_worth_individuals": {
      "raum": 50267651.0,
      "count": 25
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "NJ",
    "NY",
    "PA",
    "TX",
    "VA"
  ],
  "websites": [
    "https://assetwisewealth.com",
    "https://linkedin.com/company/mint-asset-management-llc",
    "https://mintassetmanagement.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315568",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/mint-asset-management-llc-new-york-ny-315568",
  "display_name": "Mint Asset Management LLC",
  "summary": "Mint Asset Management LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 21, 2026.",
  "citation": "AdvisorCensus. Mint Asset Management LLC (CRD 315568): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Mint Asset Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Mint Asset Management LLC reports these compensation arrangements: a percentage of assets under its management; other."
    },
    {
      "q": "Where is Mint Asset Management LLC located?",
      "a": "Mint Asset Management LLC's principal office is in New York, NY, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Mint Asset Management LLC registered with the SEC or a state?",
      "a": "Mint Asset Management LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 315568."
    },
    {
      "q": "How much does Mint Asset Management LLC manage?",
      "a": "Mint Asset Management LLC reports $64,543,171 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (100% discretionary)."
    },
    {
      "q": "How have Mint Asset Management LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Mint Asset Management LLC: Regulatory assets under management: $43,864,045 in the October 2024 data and $64,543,171 in the October 2026 data, up 47%. Total employees: 4 in October 2024 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 Mint Asset Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); high net worth individuals (25)."
    },
    {
      "q": "Which custodians does Mint Asset Management LLC use?",
      "a": "Mint Asset Management 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 Mint Asset Management 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/315568"
    },
    {
      "q": "What changed in Mint Asset Management LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: No longer lists the business name Akatsuki Capital. No longer lists an office in King of Prussia, PA."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 43864045.0,
      "total_employees": 4,
      "filing_date": "2024-09-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 56533036.0,
      "total_employees": 4,
      "filing_date": "2025-04-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 64543171.0,
      "total_employees": 5,
      "filing_date": "2026-08-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "No longer lists the business name Akatsuki Capital.",
        "No longer lists an office in King of Prussia, PA."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4.",
        "Added the business name Akatsuki Capital.",
        "Added an office in King of Prussia, PA.",
        "Registered or notice-filed in PA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $56,533,036 to $64,543,171 (+14%)."
      ]
    }
  ],
  "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/mint-asset-management-llc-new-york-ny-315568.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 31,
      "fewer_than_5": false,
      "raum": 11535538.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 25,
      "fewer_than_5": false,
      "raum": 50267651.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 2739982.0
    }
  ],
  "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/315568",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}