Condata Group Inc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 108715
· SEC file 801-57104
· New York, NY
· WWW.CONDATAGROUP.COM
☆ Save with Pro
ADV data as of Mar 24, 2026
- Regulatory AUM
- $1.8M
- Discretionary
- $1.3M
- Clients
- 19
- Avg AUM / client
- $96.8K
- Accounts
- 25
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 19 | $1.3M | 70.0% |
| High net worth individuals | Fewer than 5 clients | $322K | 17.5% |
| Corporations and other businesses | Fewer than 5 clients | $230K | 12.5% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Commissions
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗