FITZROY INVESTMENT ADVISORS LLC
CRD #174342 SEC #801-80828 AVENTURA, FL 347-580-9762
SEC Registered
Total AUM
$1B
Discretionary
$0
Employees
9
Clients
10
Accounts
68
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1B | $0 | $1B | 9 | 0 |
| Mar 2024 | $662.3M | $0 | $662.3M | 7 | 0 |
| Mar 2023 | $582.4M | $582.4M | $0 | 6 | 0 |
| Mar 2022 | $595M | $0 | $595M | 7 | 0 |
| Mar 2021 | $513.2M | $0 | $513.2M | 6 | 0 |
| Oct 2020 | $442.5M | $0 | $442.5M | 4 | 0 |
| Jun 2020 | $442.5M | $0 | $442.5M | 4 | 0 |
| Mar 2020 | $442.5M | $0 | $442.5M | 4 | 0 |
| Feb 2020 | $393.2M | $0 | $393.2M | 5 | 0 |
| Mar 2019 | $393.2M | $0 | $393.2M | 5 | 0 |
| Mar 2018 | $392M | $0 | $392M | 5 | 0 |
| Mar 2017 | $365M | $0 | $365M | 6 | 11 |
| Nov 2016 | $365M | $0 | $365M | 6 | 11 |
| Mar 2016 | $365M | $0 | $365M | 6 | 11 |
| Feb 2016 | $290M | $0 | $290M | 5 | 1 |
| Feb 2016 | $290M | $0 | $290M | 5 | 1 |
| Aug 2015 | $290M | $0 | $290M | 5 | 1 |
| Jan 2015 | $290M | $0 | $290M | 5 | 1 |
| Jan 2015 | $290M | $0 | $290M | 5 | 1 |
DateMar 2025
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees9
Clients0
DateMar 2024
Total AUM$662.3M
Discretionary$0
Non-Disc.$662.3M
Employees7
Clients0
DateMar 2023
Total AUM$582.4M
Discretionary$582.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$595M
Discretionary$0
Non-Disc.$595M
Employees7
Clients0
DateMar 2021
Total AUM$513.2M
Discretionary$0
Non-Disc.$513.2M
Employees6
Clients0
DateOct 2020
Total AUM$442.5M
Discretionary$0
Non-Disc.$442.5M
Employees4
Clients0
DateJun 2020
Total AUM$442.5M
Discretionary$0
Non-Disc.$442.5M
Employees4
Clients0
DateMar 2020
Total AUM$442.5M
Discretionary$0
Non-Disc.$442.5M
Employees4
Clients0
DateFeb 2020
Total AUM$393.2M
Discretionary$0
Non-Disc.$393.2M
Employees5
Clients0
DateMar 2019
Total AUM$393.2M
Discretionary$0
Non-Disc.$393.2M
Employees5
Clients0
DateMar 2018
Total AUM$392M
Discretionary$0
Non-Disc.$392M
Employees5
Clients0
DateMar 2017
Total AUM$365M
Discretionary$0
Non-Disc.$365M
Employees6
Clients11
DateNov 2016
Total AUM$365M
Discretionary$0
Non-Disc.$365M
Employees6
Clients11
DateMar 2016
Total AUM$365M
Discretionary$0
Non-Disc.$365M
Employees6
Clients11
DateFeb 2016
Total AUM$290M
Discretionary$0
Non-Disc.$290M
Employees5
Clients1
DateFeb 2016
Total AUM$290M
Discretionary$0
Non-Disc.$290M
Employees5
Clients1
DateAug 2015
Total AUM$290M
Discretionary$0
Non-Disc.$290M
Employees5
Clients1
DateJan 2015
Total AUM$290M
Discretionary$0
Non-Disc.$290M
Employees5
Clients1
DateJan 2015
Total AUM$290M
Discretionary$0
Non-Disc.$290M
Employees5
Clients1