SECFI ADVISORY LIMITED
CRD #306961 SEC #801-126017 NEW YORK, NY (707) 652-9961
SEC Registered Private Funds
Total AUM
$174M
Discretionary
$123.8M
Employees
16
Clients
10
Accounts
88
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $174M | $123.8M | $50.3M | 16 | 1 |
| Apr 2025 | $174M | $123.8M | $50.3M | 16 | 1 |
| Mar 2025 | $174M | $123.8M | $50.3M | 16 | 1 |
| Jan 2025 | $156.3M | $122.1M | $34.3M | 15 | 29 |
| Apr 2024 | $156.3M | $122.1M | $34.3M | 15 | 29 |
| Mar 2024 | $156.3M | $122.1M | $34.3M | 15 | 29 |
| Jan 2024 | $92.8M | $54.5M | $38.3M | 15 | 25 |
| Aug 2023 | $92.8M | $54.5M | $38.3M | 15 | 25 |
| Apr 2023 | $92.8M | $54.5M | $38.3M | 15 | 25 |
| Mar 2023 | $92.8M | $54.5M | $38.3M | 15 | 25 |
| Jan 2023 | $84.3M | $50M | $34.3M | 10 | 11 |
| Sep 2022 | $84.3M | $50M | $34.3M | 10 | 11 |
| Jun 2022 | $84.3M | $50M | $34.3M | 10 | 11 |
DateJun 2025
Total AUM$174M
Discretionary$123.8M
Non-Disc.$50.3M
Employees16
Clients1
DateApr 2025
Total AUM$174M
Discretionary$123.8M
Non-Disc.$50.3M
Employees16
Clients1
DateMar 2025
Total AUM$174M
Discretionary$123.8M
Non-Disc.$50.3M
Employees16
Clients1
DateJan 2025
Total AUM$156.3M
Discretionary$122.1M
Non-Disc.$34.3M
Employees15
Clients29
DateApr 2024
Total AUM$156.3M
Discretionary$122.1M
Non-Disc.$34.3M
Employees15
Clients29
DateMar 2024
Total AUM$156.3M
Discretionary$122.1M
Non-Disc.$34.3M
Employees15
Clients29
DateJan 2024
Total AUM$92.8M
Discretionary$54.5M
Non-Disc.$38.3M
Employees15
Clients25
DateAug 2023
Total AUM$92.8M
Discretionary$54.5M
Non-Disc.$38.3M
Employees15
Clients25
DateApr 2023
Total AUM$92.8M
Discretionary$54.5M
Non-Disc.$38.3M
Employees15
Clients25
DateMar 2023
Total AUM$92.8M
Discretionary$54.5M
Non-Disc.$38.3M
Employees15
Clients25
DateJan 2023
Total AUM$84.3M
Discretionary$50M
Non-Disc.$34.3M
Employees10
Clients11
DateSep 2022
Total AUM$84.3M
Discretionary$50M
Non-Disc.$34.3M
Employees10
Clients11
DateJun 2022
Total AUM$84.3M
Discretionary$50M
Non-Disc.$34.3M
Employees10
Clients11