RIA Intel›Advisers›New York›ADVANTAGE CAPITAL MANAGEMENT LLC

ADVANTAGE CAPITAL MANAGEMENT LLC

Advisory

N·NEW YORK, NY

Data as of May 14, 2026 · Source: SEC Form ADV

Total AUM

$8.3B

1-Year AUM Growth

+14.0%

3-Year CAGR

+17.3%

Employees

26

Assets Under Management

Total AUM$8.3B

Discretionary AUM$8.1B

Non-Discretionary AUM$181M

Discretionary %97.8%

Total Clients13

Team

Total Employees26

Investment Advisers30

Employee Growth (1Y)+57.9%

Filing History

Total Filings on Record29

First FilingApr 29, 2014

Latest FilingMay 14, 2026

🔒 Full AUM trend chart and 29 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ADVANTAGE CAPITAL MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.