RIA IntelAdvisersNew York147TH GROUP LLC

147TH GROUP LLC

Advisory

NY

Data as of Feb 25, 2026 · Source: SEC Form ADV

Rank in NY
#4,767
of 5,722 advisers by AUM
Average account
$771K
across 39 accounts
AUM per adviser
$30M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM
$30M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$30M
Discretionary AUM$30M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients33
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, NY, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

JOSHUA NASH II LLC
NEW YORK, NY
$30M
+97.7% 1Y
EMERGE CAPITAL MANAGEMENT INC.
BUFFALO, NY
$30M
-69.4% 1Y
CASTFIRM ADVISORS LLC
GARDEN CITY, NY
$30M
MATRIX CAPITAL GROUP, INC.
NEW YORK, NY
$30M
-96.0% 1Y
STOCKWELL VENTURES, LLC
NEW YORK, NY
$30M
0.0% 1Y
WESFAIR ADVISORY GROUP, INC.
CHAPPAQUA, NY
$30M

Get the full picture on 147TH GROUP LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track 147TH GROUP LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans