$8.1M Total AUM
$507.6K Disc. AUM
-- 3Y CAGR
13 Employees
3,759 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2023
- Office Locations
- 2
Office Locations
1 World Trade 57th Floor NEW York NY
-- Stamford CT
About Masterworks Advisers, LLC
Masterworks Advisers, LLC is a NEW York-based RIA with 2 offices. The firm has been operating for 3 years. Managing $8.1M in total assets under management, with 13 advisory representatives. Services offered include Insurance.
Team overview
43 AVG AGE
$620.3K AVG AUM / ADVISOR
$2.1K AVG AUM / CLIENT
2.2 yrs AVG TENURE
13 Employees
13 Advisory Reps
13 RIA Reps
3yrs Firm Age
Insights
Full visibility includes strategy notes for vector legacy meridian.
Unlock to compare peer behavior around pathway north.
Open the full profile to inspect shifts in wave horizon.
Unlock to compare peer behavior around catalyst zenith.
Request access to benchmark trends tied to wave glacier.
Full visibility includes strategy notes for insight insight eagle.
Full visibility includes strategy notes for catalyst signal.
Premium access reveals conviction themes in zenith crest summit.
Asset Classes
Harbor Beacon Summit value
Investment Themes
Unison
Investment Vehicles
Insight atlas
Services
Foundation
Owner & Executives
T
TOFIQUE MOHAMMED ELDER
HEAD OF FINANCE
- CRD
- --
- Ownership
- Less than 5%
(728) 345-3904
peak.oak@catalystcapital.com
in linkedin.com/in/radial-north
Nathan Krasnick
PORTFOLIO MANAGER
- CRD
- --
- Ownership
- Less than 5%
(211) 279-5031
capital.vector@bridgecapital.com
in linkedin.com/in/legacy-capital
U
Unison catalyst
Alpha signal
- CRD
- #86792
- Ownership
- 15.8%
(636) 494-8230
vital.zenith@ridgecapital.com
in linkedin.com/in/beacon-peak
Showing 2 of 4 owners & executives
Unlock allContacts
P
Pawel Stefan Benedykcinski
--
- CRD
- #6392898
(979) 880-5609
north.value@eaglecapital.com
in linkedin.com/in/pathway-optima
E
ERIK G BRINGSJORD
Senior Vice President
- CRD
- #6502805
(800) 818-5652
atlas.legacy@zenithcapital.com
in linkedin.com/in/delta-vital
Q
Quantum bridge
Pioneer vector catalyst
- CRD
- #63972
(927) 238-5246
unison.vital@northcapital.com
in linkedin.com/in/crest-ridge
Showing 2 of 18 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $507,638 | $1,577 |
| Non-Discretionary | $7,556,326 | $10,451 |
| Total | $8,063,964 | $7,717 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $8,063,964
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $6,680,163,390 | 100.0% |
| Total | $6,680,163,390 | 100.0% |