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Astoria Portfolio Advisors LLC

● SEC registered since 2020CRD 288271SEC# 801-119078New York, NY
Export (members)
Reg. AUM
$698.8M
Employees
7
Accounts
1,059
Location
New York, NY

Astoria Portfolio Advisors LLC assets under management

Astoria Portfolio Advisors LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2020. It reports $698.8 million in regulatory assets under management and employs 7 people.

Astoria Portfolio Advisors LLC owners & executives

5 reported
NameTitleOwnershipSince
Bruce Ivins LavineOwner5-10%2017
David Nicholas ClarkOwner10-25%2018
Gregory Adam SandersonDirectorUnder 5%2022
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Frequently asked questions

How much does Astoria Portfolio Advisors LLC manage?

Astoria Portfolio Advisors LLC reports $698.8 million in regulatory assets under management on its Form ADV.

How many employees does Astoria Portfolio Advisors LLC have?

Astoria Portfolio Advisors LLC reports 7 employees.

Where is Astoria Portfolio Advisors LLC located?

Astoria Portfolio Advisors LLC is based in New York, NY and has been SEC-registered since 2020.

Does Astoria Portfolio Advisors LLC disclose fund performance?

Astoria Portfolio Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address500 7th Avenue, 9th Floor, New York, NY 10018
Phone212-381-6185
FaxN/A
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1587982
Discloses disciplinary historyNo

Assets under management

Discretionary$697.6M
Non-discretionary$1.1M
Total (RAUM)$698.8M