IADVISE PARTNERS LLC
Legal name: IADVISE PARTNERS
CRD #168564 SEC #801-78614 NEW YORK, NY 212-686-4601
SEC Registered
Total AUM
$190.4M
Discretionary
$172.8M
Employees
3
Clients
--
Accounts
35
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $190.4M | $172.8M | $17.6M | 3 | 0 |
| Jun 2025 | $190.4M | $172.8M | $17.6M | 3 | 0 |
| Mar 2025 | $190.4M | $172.8M | $17.6M | 3 | 0 |
| Mar 2025 | $190.4M | $172.8M | $17.6M | 3 | 0 |
| Jun 2024 | $174.4M | $155.7M | $18.7M | 2 | 0 |
| Mar 2024 | $174.4M | $155.7M | $18.7M | 2 | 0 |
| Dec 2023 | $159.7M | $100.1M | $59.6M | 2 | 0 |
| Mar 2023 | $159.7M | $100.1M | $59.6M | 2 | 0 |
| Mar 2022 | $176.5M | $110.1M | $66.4M | 2 | 0 |
| Mar 2021 | $169.7M | $101M | $68.7M | 3 | 0 |
| Jun 2020 | $162.7M | $71.9M | $90.8M | 3 | 0 |
| Mar 2020 | $162.7M | $71.9M | $90.8M | 3 | 0 |
| Mar 2019 | $150.7M | $69.5M | $81.1M | 3 | 0 |
| Feb 2019 | $150.7M | $69.5M | $81.1M | 3 | 0 |
| Mar 2018 | $143.1M | $95M | $48.1M | 3 | 0 |
| Mar 2017 | $140.3M | $85M | $55.2M | 2 | 1 |
| Mar 2016 | $141.5M | $90.8M | $50.7M | 5 | 1 |
| Mar 2015 | $144.7M | $102M | $42.7M | 2 | 0 |
| Jun 2014 | $134M | $87M | $47M | 2 | 0 |
| Mar 2014 | $134M | $87M | $47M | 2 | 0 |
| Jan 2014 | $134M | $87M | $47M | 2 | 0 |
DateOct 2025
Total AUM$190.4M
Discretionary$172.8M
Non-Disc.$17.6M
Employees3
Clients0
DateJun 2025
Total AUM$190.4M
Discretionary$172.8M
Non-Disc.$17.6M
Employees3
Clients0
DateMar 2025
Total AUM$190.4M
Discretionary$172.8M
Non-Disc.$17.6M
Employees3
Clients0
DateMar 2025
Total AUM$190.4M
Discretionary$172.8M
Non-Disc.$17.6M
Employees3
Clients0
DateJun 2024
Total AUM$174.4M
Discretionary$155.7M
Non-Disc.$18.7M
Employees2
Clients0
DateMar 2024
Total AUM$174.4M
Discretionary$155.7M
Non-Disc.$18.7M
Employees2
Clients0
DateDec 2023
Total AUM$159.7M
Discretionary$100.1M
Non-Disc.$59.6M
Employees2
Clients0
DateMar 2023
Total AUM$159.7M
Discretionary$100.1M
Non-Disc.$59.6M
Employees2
Clients0
DateMar 2022
Total AUM$176.5M
Discretionary$110.1M
Non-Disc.$66.4M
Employees2
Clients0
DateMar 2021
Total AUM$169.7M
Discretionary$101M
Non-Disc.$68.7M
Employees3
Clients0
DateJun 2020
Total AUM$162.7M
Discretionary$71.9M
Non-Disc.$90.8M
Employees3
Clients0
DateMar 2020
Total AUM$162.7M
Discretionary$71.9M
Non-Disc.$90.8M
Employees3
Clients0
DateMar 2019
Total AUM$150.7M
Discretionary$69.5M
Non-Disc.$81.1M
Employees3
Clients0
DateFeb 2019
Total AUM$150.7M
Discretionary$69.5M
Non-Disc.$81.1M
Employees3
Clients0
DateMar 2018
Total AUM$143.1M
Discretionary$95M
Non-Disc.$48.1M
Employees3
Clients0
DateMar 2017
Total AUM$140.3M
Discretionary$85M
Non-Disc.$55.2M
Employees2
Clients1
DateMar 2016
Total AUM$141.5M
Discretionary$90.8M
Non-Disc.$50.7M
Employees5
Clients1
DateMar 2015
Total AUM$144.7M
Discretionary$102M
Non-Disc.$42.7M
Employees2
Clients0
DateJun 2014
Total AUM$134M
Discretionary$87M
Non-Disc.$47M
Employees2
Clients0
DateMar 2014
Total AUM$134M
Discretionary$87M
Non-Disc.$47M
Employees2
Clients0
DateJan 2014
Total AUM$134M
Discretionary$87M
Non-Disc.$47M
Employees2
Clients0