RIA Intelligence

POET ADVISORS LLC

CRD #161052 SEC #802-127091 NEW ROCHELLE, NY 646-793-4551
State Registered Exempt Reporting Private Funds
Total AUM
$129.5M
Discretionary
$129.5M
Employees
6
Clients
--
Accounts
7

AUM Over Time

DateMar 2022
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees6
Clients0
DateMay 2021
Total AUM$149.4M
Discretionary$149.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$149.4M
Discretionary$149.4M
Non-Disc.$0
Employees6
Clients0
DateDec 2020
Total AUM$214.4M
Discretionary$214.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$214.4M
Discretionary$214.4M
Non-Disc.$0
Employees6
Clients0
DateNov 2019
Total AUM$221.4M
Discretionary$221.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$368.3M
Discretionary$368.3M
Non-Disc.$0
Employees1
Clients0
DateJun 2018
Total AUM$172.9M
Discretionary$172.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$172.9M
Discretionary$172.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$104.2M
Discretionary$104.2M
Non-Disc.$0
Employees1
Clients112
DateFeb 2016
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees1
Clients26
DateJan 2016
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees1
Clients26
DateFeb 2015
Total AUM$113.4M
Discretionary$113.4M
Non-Disc.$0
Employees1
Clients26
DateMar 2014
Total AUM$98.1M
Discretionary$98.1M
Non-Disc.$0
Employees1
Clients26
DateMar 2014
Total AUM$98.1M
Discretionary$98.1M
Non-Disc.$0
Employees1
Clients26
DateFeb 2013
Total AUM$57.5M
Discretionary$57.5M
Non-Disc.$0
Employees1
Clients11
DateOct 2012
Total AUM$32.5M
Discretionary$0
Non-Disc.$32.5M
Employees--
Clients1
DateAug 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0