# Safanad Inc.

> Safanad Inc. is an SEC-registered investment advisory firm in New York, NY, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 170969
- Filed as: SAFANAD INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170969
- AdvisorCensus page: https://advisorcensus.com/firm/safanad-inc-new-york-ny-170969

## Quick answers

**How is Safanad Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Safanad Inc. 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 Safanad Inc. located?**
Safanad Inc.'s principal office is in New York, NY, according to its Form ADV.

**Is Safanad Inc. registered with the SEC or a state?**
Safanad Inc. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170969.

**How much does Safanad Inc. manage?**
Safanad Inc. reports $779,803,791 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (100% discretionary).

**How have Safanad Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Safanad Inc.: Regulatory assets under management: $1,272,528,562 in the October 2021 data and $779,803,791 in the October 2026 data, down 39%. Total employees: 18 in October 2021 and 31 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Safanad Inc. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (30).

**Does Safanad Inc. 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/170969

**What changed in Safanad Inc.'s recent Form ADV filings?**
In the October 2026 filing data: 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: $779,803,791
- Discretionary: $779,803,791
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 30 | $779,803,791 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 31 total, 10 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.

### Websites listed on Form ADV (Item 1.I)
- safanad.com
- LinkedIn @SAFANAD-INC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,272,528,562 | 18 | June 11, 2021 |
| October 2022 | $1,169,789,533 | 19 | August 9, 2022 |
| October 2023 | $1,292,581,914 | 20 | July 20, 2023 |
| October 2024 | $1,155,825,756 | 35 | March 28, 2024 |
| October 2025 | $1,192,567,869 | 33 | March 31, 2025 |
| October 2026 | $779,803,791 | 31 | September 1, 2026 |

Regulatory assets under management: $1,272,528,562 in the October 2021 data and $779,803,791 in the October 2026 data, down 39%.
Total employees: 18 in October 2021 and 31 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $1,192,567,869 to $779,803,791 (-35%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Safanad Inc. (CRD 170969): Form ADV filing data as of October 2026.