RIA Intel›Advisers›New York›FORMULA GROWTH MANAGEMENT CORP

FORMULA GROWTH MANAGEMENT CORP

Advisory

N·NEW YORK, NY

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$343M
1-Year AUM Growth
0.0%
3-Year CAGR
-28.8%
Employees
2
Assets Under Management
Total AUM$343M
Discretionary AUM$343M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients7
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)-33.3%
Filing History
Total Filings on Record11
First FilingMar 31, 2017
Latest FilingMar 27, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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