{
  "crd_number": 135805,
  "slug": "titan-advisors-llc-stamford-ct-135805",
  "primary_business_name": "TITAN ADVISORS, LLC",
  "legal_name": "TITAN ADVISORS, LLC",
  "dbas": [
    "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)"
  ],
  "city": "Stamford",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "14860",
  "metro": {
    "cbsa_code": "14860",
    "common_name": "Bridgeport",
    "msa_name": "Bridgeport-Stamford-Danbury, CT",
    "path": "/advisors/ct/bridgeport"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2006-01-26",
  "years_registered": 20,
  "period": "2026-10-01",
  "filing_date": "2026-07-15",
  "carried_forward": false,
  "raum_total": 1532339480.0,
  "raum_discretionary": 1532339480.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 25,
  "advisory_employees": 10,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "insurance_companies": {
      "raum": 78207012.0,
      "count": 13
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 1454132468.0,
      "count": 23
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT"
  ],
  "websites": [
    "https://eskerpointadvisers.com",
    "https://linkedin.com/company/esker-point-advisers-llc",
    "https://linkedin.com/company/titan-advisors",
    "https://titanadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/135805",
  "city_as_filed": "STAMFORD",
  "url": "https://advisorcensus.com/firm/titan-advisors-llc-stamford-ct-135805",
  "display_name": "Titan Advisors, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Titan Advisors, LLC (CRD 135805): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Titan Advisors, LLC compensated?",
      "a": "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."
    },
    {
      "q": "How much does Titan Advisors, LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is Titan Advisors, LLC located?",
      "a": "Titan Advisors, LLC's principal office is in Stamford, CT, according to its Form ADV."
    },
    {
      "q": "Is Titan Advisors, LLC registered with the SEC or a state?",
      "a": "Titan Advisors, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 135805."
    },
    {
      "q": "How much does Titan Advisors, LLC manage?",
      "a": "Titan Advisors, LLC reports $1,532,339,480 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary)."
    },
    {
      "q": "How have Titan Advisors, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Titan Advisors, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Does Titan Advisors, 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/135805"
    },
    {
      "q": "What changed in Titan Advisors, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2600812210.0,
      "total_employees": 36,
      "filing_date": "2021-08-06"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2179284031.0,
      "total_employees": 36,
      "filing_date": "2022-08-05"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2000967888.0,
      "total_employees": 33,
      "filing_date": "2023-06-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1903272618.0,
      "total_employees": 26,
      "filing_date": "2024-07-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1513024655.0,
      "total_employees": 25,
      "filing_date": "2025-04-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1532339480.0,
      "total_employees": 25,
      "filing_date": "2026-07-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Added the business name Esker Point GP LLC (Relying Adviser)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.3% to 1.75% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.3% to 1.75% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.3,
        1.75
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/titan-advisors-llc-stamford-ct-135805.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 23,
      "fewer_than_5": false,
      "raum": 1454132468.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 13,
      "fewer_than_5": false,
      "raum": 78207012.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    }
  ],
  "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/135805",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}