EDLY ADVISORS
EDLY ADVISORS LLC Legal Name
Adviser information for EDLY ADVISORS last updated from Form ADV on February 16th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| 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 | 77 | $5.8M |
| Non-Discretionary | 8 | $33.2M |
| Total | 85 | $39.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 77 | $244,072 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 7 | $38.6M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $68,757 |
| 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 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-129144 |
|---|---|
| SEC ERA File Number | 801-129144 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 328677 |
| Legal Entity Identifier | None |
Principal Office
43 WEST 23RD STREET4TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9 AM TO 6 PM
Tel: (914) 775-8299, Fax: None
Chief Compliance Officer
BLAKE ROBERT MURPHY
43 WEST 23RD STREET
4TH FLOOR
NEW YORK
NY
United States
Tel:
(914) 775-8299
B****@********O
(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 |
|---|---|---|---|---|---|
| EDLY | Domestic Entity | – | MEMBER | 09/2023 | > 75% |
| RICCIARDI, CHRISTOPHER | Individual | – | MANAGER | 10/2023 | < 5% |
| MURPHY, ROBERT, BLAKE | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2023 | < 5% |