B
CRD: 160060
Blacksmith Advisors LLC
NEW York, NY
9178438430
$8.3M Total AUM
$8.3M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
14 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-09-2012
- Office Locations
- 1
Office Locations
-- Chilmark MA
About Blacksmith Advisors LLC
Blacksmith Advisors LLC is a NEW York-based RIA. The firm has been operating for 14 years. Managing $8.3M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$8.3M AVG AUM / ADVISOR
$165.0K AVG AUM / CLIENT
13.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Value capital
Client Personas
Timber delta
Investment Themes
Vertex Unison
Investment Vehicles
Insight Alpha
Services
Glacier Quantum horizon Element Radial quantum Ember
Owner & Executives
A
ANTHONY ORPHANOS
Chief Compliance Officer, Managing Member, Senior Managing Director
- CRD
- #2236294
- Ownership
- 75% or more
(824) 479-4986
vertex.zenith@horizoncapital.com
in linkedin.com/in/oak-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,250,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,250,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,250,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,027,812,089 | 100.0% |
| Total | $6,027,812,089 | 100.0% |