| Name | Title | Ownership | Since |
|---|---|---|---|
| Shawn Casey Glogowski Control | Principal/Cco | Under 5% | 2014 |
| Ssao1210, LLC Control | Member | 50-75% | 2023 |
| Stw Southwest, LLC | Member | 50-75% | 2023 |
Note Advisors, LLC reports $382.2 million in regulatory assets under management on its Form ADV.
Note Advisors, LLC reports 9 employees.
Note Advisors, LLC is based in Buffalo, NY and has been SEC-registered since 2014.
Note Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 50 Lakefront Blvd, Suite 215, Buffalo, NY 14202 |
| Phone | (716) 256-1682 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $382M |
| Non-discretionary | $239K |
| Total (RAUM) | $382.2M |