PUSHKIN ADVISORY GROUP, LLC

Adviser information for PUSHKIN ADVISORY GROUP, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location New York, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 175 $36.7M
Non-Discretionary 0 $0
Total 175 $36.7M

Clients

Type Number RAUM
Individuals 45 $7.9M
HNW Individuals 31 $25.8M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $3.0M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation % of AUM

Identifiers

SEC RIA File Number 801-128983
SEC ERA File Number 801-128983
SEC CIK Numbers None
SEC CRD Numbers 226674
Legal Entity Identifier None

Principal Office

321 JACKSON STREET
HOLLYWOOD
FL
United States
Monday - Friday, 8:30 AM - 4:30 PM
Tel: 315-269-2828, Fax: 315-217-0401

Chief Compliance Officer

ANDREW C. RUSSO
MANAGING MEMBER
321 JACKSON STREET
HOLLYWOOD
FL
United States
Tel: 315-269-2828
Fax: 315-217-0401
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
RUSSO, ANDREW, CHRISTOPHER Individual MANAGING MEMBER, CHIEF COMPLIANCE OFFICER 05/2015 > 75%

No. Employees, Historic

10502023202420251 on 9/29/20231 on 9/29/20231 on 11/8/20231 on 1/17/20241 on 3/27/2024

RAUM, Historic

40M20M020232024202527820894 on 9/29/202327820894 on 9/29/202327820894 on 11/8/202327820894 on 1/17/202436663677 on 3/27/2024

No. Clients, Historic

10050020232024202592 on 9/29/202392 on 9/29/202392 on 11/8/202392 on 1/17/202478 on 3/27/2024