# Percent Advisors LLC

> Percent Advisors LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 26, 2026.

- CRD: 318890
- Filed as: PERCENT ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318890
- AdvisorCensus page: https://advisorcensus.com/firm/percent-advisors-llc-new-york-ny-318890

## Quick answers

**How is Percent Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Percent Advisors LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Percent Advisors LLC located?**
Percent Advisors LLC's principal office is in New York, NY, according to its Form ADV.

**Is Percent Advisors LLC registered with the SEC or a state?**
Percent Advisors LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 318890.

**How much does Percent Advisors LLC manage?**
Percent Advisors LLC reports $70,023,366 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (100% discretionary).

**What types of clients does Percent Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (27); pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Percent 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/318890

**What changed in Percent Advisors LLC's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in PA.

## 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: $70,023,366
- Discretionary: $70,023,366
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 27 | $13,821,176 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $56,202,190 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- percent.com

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in PA.

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Percent Advisors LLC (CRD 318890): Form ADV filing data as of October 2026.