AdvisorCensus / Financial advisors / Connecticut / Bridgeport / Titan Advisors, LLC
Titan Advisors, LLC is an SEC-registered investment advisory firm in Stamford, CT, registered since 2006, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 15, 2026.
Quick answers
From the filingHow is Titan Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Titan Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.
How much does Titan Advisors, LLC charge?
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 0.3% to 1.75% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Titan Advisors, LLC located?
Titan Advisors, LLC's principal office is in Stamford, CT, according to its Form ADV.
Is Titan Advisors, LLC registered with the SEC or a state?
Titan Advisors, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 135805.
How much does Titan Advisors, LLC manage?
Titan Advisors, LLC reports $1,532,339,480 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary).
How have Titan Advisors, LLC's assets and staff changed since 2021?
In the Form ADV data for Titan Advisors, LLC: Regulatory assets under management: $2,600,812,210 in the October 2021 data and $1,532,339,480 in the October 2026 data, down 41%. Total employees: 36 in October 2021 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Titan Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (23); insurance companies (13).
Does Titan 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/135805
What changed in Titan Advisors, LLC's recent Form ADV filings?
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.3% to 1.75% a year (a range, as the brochure states it)
The brochure's wording
Generally, each Titan Fund pays Titan (or an affiliate thereof) a management fee ranging from 0.30% to 1.75% per annum of such Titan Fund’s net asset value, provided that certain Titan Funds (or classes or series thereof) are subject to lower fees or are not subject to the payment of a management fee.
As stated in the firm's Form ADV Part 2A brochure dated March 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,532,339,480 as of October 2026, filing dated July 15, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Also doing business as
- ESKER POINT ADVISERS LLC (RELYING ADVISER), ESKER POINT GP LLC (RELYING ADVISER), EVERLINE ADVISERS LLC (RELYING ADVISER), SAGUENAY STRATHMORE CAPITAL, LLC (RELYING ADVISER), TITAN CO GP, LLC (RELYING ADVISER), TITAN LEGACY FUND ADVISORS, LLC (RELYING ADVISER)
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2006 (20 years)
- Employees
- Total: 25. Performing investment advisory functions: 10.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,532,339,480 | 25 | July 15, 2026 |
| October 2025 | $1,513,024,655 | 25 | April 7, 2025 |
| October 2024 | $1,903,272,618 | 26 | July 10, 2024 |
| October 2023 | $2,000,967,888 | 33 | June 9, 2023 |
| October 2022 | $2,179,284,031 | 36 | August 5, 2022 |
| October 2021 | $2,600,812,210 | 36 | August 6, 2021 |
Regulatory assets under management: $2,600,812,210 in the October 2021 data and $1,532,339,480 in the October 2026 data, down 41%.
Total employees: 36 in October 2021 and 25 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Updated its list of owners and control persons (Schedule A).
- July 2026
- Added the business name Esker Point GP LLC (Relying Adviser).
- April 2026
- Added the business name Everline Advisers LLC (Relying Adviser).
- Employees performing advisory functions went from 9 to 10.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Titan Advisors, LLC (CRD 135805): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/titan-advisors-llc-stamford-ct-135805