RIA Intel›Advisers›Connecticut›ALGONQUIN ADVISORS LLC

ALGONQUIN ADVISORS LLC

Advisory

N·GREENWICH, CT

Data as of Sep 24, 2020 · Source: SEC Form ADV

Total AUM

$232M

1-Year AUM Growth

+9.6%

3-Year CAGR

-1.3%

Employees

5

Assets Under Management

Total AUM$232M

Discretionary AUM$194M

Non-Discretionary AUM$39M

Discretionary %83.3%

Total Clients—

Team

Total Employees5

Investment Advisers7

Employee Growth (1Y)—

Filing History

Total Filings on Record77

First FilingAug 2, 2001

Latest FilingSep 24, 2020

🔒 Full AUM trend chart and 77 historical filings spanning 19+ 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 ALGONQUIN ADVISORS LLC

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