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Integra Global Advisors LLC

Integra Global Advisors LLC. CRD 288511

Integra Global Advisors LLC logo

CRD: 288511

Integra Global Advisors LLC

Stamford, CT, 06901
2032663942
www.integraga.com
$684.1M Total AUM
$535.2M Disc. AUM
-- 3Y CAGR
11 Employees
52 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
RadialHorizon fusion
Established Date
01-01-2017
Office Locations
2

Office Locations

2 Stamford Plaza 4TH Floor Stamford CT
281 Tresser Boulevard - Suite 401 Stamford CT

About Integra Global Advisors LLC

Integra Global Advisors is an RIA serving ultra-high-net-worth families and charitable institutions, structuring and implementing investment portfolios guided by rigorous, dispassionate research and a strong risk-management/capital-preservation lens. The firm emphasizes alignment of interests and mitigating conflicts, and seeks ongoing innovation in diversification, cost reduction, and tax efficiency. Custody typically via Schwab and Fidelity.

Team overview

38 AVG AGE
$62.2M AVG AUM / ADVISOR
$13.2M AVG AUM / CLIENT
3.9 yrs AVG TENURE
11 Employees
11 Advisory Reps
5 RIA Reps
9yrs Firm Age

Insights

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Accredited Investors

Matrix insight Peak

Asset Classes

Signal foundation Harbor Ember Bridge Delta prime Vertex Horizon alpha

Client Personas

Capital

Investment Themes

Harbor prime Capital Element Focus legacy Zenith harbor

Investment Vehicles

Vertex

Platform

North pathway

Services

Quantum frontier Legacy Focus alpha North timber

Technology

Zenith pioneer Matrix optima

Owner & Executives

G

GIL MARK ORBACH

Chief Compliance Officer, Managing Member

CRD
--
Ownership
50% but less than 75%
(206) 468-3094
frontier.horizon@alphacapital.com
in linkedin.com/in/radial-ridge
J

JONATHAN PLUMB

--

CRD
#7091378
Ownership
25% but less than 50%
(872) 268-5169
momentum.alpha@deltacapital.com
in linkedin.com/in/eagle-beacon
V

Vital alpha

Fusion alpha pathway

CRD
#88358
Ownership
30.6%
(725) 832-2947
foundation.oak@ridgecapital.com
in linkedin.com/in/atlas-pathway

Showing 2 of 4 owners & executives

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Contacts

E

Evan Alexander Finkel

Partner

CRD
#6805781
(815) 508-8466
ridge.catalyst@legacycapital.com
in linkedin.com/in/summit-element
B

Bradley T Riccardi

--

CRD
#7355094
(769) 717-4972
signal.zenith@frontiercapital.com
in linkedin.com/in/signal-value
F

Focus momentum

Timber horizon

CRD
#45927
(522) 688-2591
radial.bridge@embercapital.com
in linkedin.com/in/unison-horizon

Showing 2 of 8 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
09-22-2023
03-29-2024
07-11-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $535,195,752 $10,098,033
Non-Discretionary $148,876,082 $49,625,361
Total $684,071,834 $12,215,568

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Separately Managed Accounts

Total SMA Asset: $653,965,146

$654.0M Total SMA
Private Funds:
17.5%
Equity - Exchange:
12.8%
Municipal Bonds:
25.3%
Cash:
21.0%
Public Funds:
13.4%
Corporate - Investment Grade:
10.0%
Asset class Assets Assets %
Private Funds $854,280,567 17.5%
Equity - Exchange $624,845,215 12.8%
Municipal Bonds $1,235,045,620 25.3%
Cash $1,025,136,681 21.0%
Public Funds $654,134,834 13.4%
Corporate - Investment Grade $488,160,325 10.0%
Total $4,881,603,242 100.0%

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