# Mint Asset Management LLC

> 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.

- CRD: 315568
- Filed as: MINT ASSET MANAGEMENT LLC
- Also doing business as: ASSET WISE ANALYTICS, BRYAN PERRY'S PRIVATE CLIENTS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315568
- AdvisorCensus page: https://advisorcensus.com/firm/mint-asset-management-llc-new-york-ny-315568

## Quick answers

**How is Mint Asset Management LLC compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Mint Asset Management LLC located?**
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).

**Is Mint Asset Management LLC registered with the SEC or a state?**
Mint Asset Management LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 315568.

**How much does Mint Asset Management LLC manage?**
Mint Asset Management LLC reports $64,543,171 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (100% discretionary).

**How have Mint Asset Management LLC's assets and staff changed since 2024?**
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.

**What types of clients does Mint Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); high net worth individuals (25).

**Which custodians does Mint Asset Management LLC use?**
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.

**Does Mint 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/315568

**What changed in Mint Asset Management LLC's recent Form ADV filings?**
In the September 2026 filing data: No longer lists the business name Akatsuki Capital. No longer lists an office in King of Prussia, PA.

## From the Form ADV filing

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

### 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: $64,543,171
- Discretionary: $64,543,171
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $11,535,538 |
| High net worth individuals | 25 | $50,267,651 |
| Charitable organizations | Fewer than 5 | $2,739,982 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, NJ, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- West Hartford, CT

### Websites listed on Form ADV (Item 1.I)
- assetwisewealth.com
- mintassetmanagement.com
- LinkedIn @mint-asset-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $43,864,045 | 4 | September 10, 2024 |
| October 2025 | $56,533,036 | 4 | April 8, 2025 |
| October 2026 | $64,543,171 | 5 | August 21, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- No longer lists the business name Akatsuki Capital.
- No longer lists an office in King of Prussia, PA.

### August 2026
- 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.

### April 2026
- Regulatory assets under management went from $56,533,036 to $64,543,171 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mint Asset Management LLC (CRD 315568): Form ADV filing data as of October 2026.