RIA Intelโ€บAdvisersโ€บMUNAKATA ASSOCIATES LLC

MUNAKATA ASSOCIATES LLC

Advisory

Nยท

Data as of Feb 12, 2026 ยท Source: SEC Form ADV

Total AUM
$59M
1-Year AUM Growth
+38.6%
3-Year CAGR
+12.1%
Employees
1
Assets Under Management
Total AUM$59M
Discretionary AUM$59M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients7
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record12
First FilingMar 16, 2017
Latest FilingFeb 12, 2026
๐Ÿ”’ Full AUM trend chart and 12 historical filings spanning 9+ years
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Registration
Statusโ€”
Registration Dateโ€”
SEC RegisteredYes
Exempt ReportingNo
โšก Succession Risk Score

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๐Ÿ“Š Peer Benchmarking

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๐Ÿ‘ฅ Owners & Officers

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๐Ÿฆ Client Demographics

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