Integra Global Advisors Llc
- Regulatory AUM
- $684M
- Discretionary
- $535M
- Clients
- 52
- Avg AUM / client
- $13.2M
- Accounts
- 56
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $3.4M | 0.5% |
| High net worth individuals | 38 | $449M | 65.7% |
| Pooled investment vehicles (non-investment companies) | 4 | $30.1M | 4.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $152M | 22.2% |
| Charitable organizations | Fewer than 5 clients | $27.5M | 4.01% |
| Corporations and other businesses | 4 | $22.2M | 3.25% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $6.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Integra Global Advisors Vc Access Fund Lp Israel I Series | Private Equity Fund | Delaware | $2.1M | 12 |
| Integra Global Advisors Vc Access Fund Lp U.S. I Series | Private Equity Fund | Delaware | $2.0M | 10 |
| Integra Global Advisors Vc Access Fund Lp Latin America I Series | Private Equity Fund | Delaware | $1.9M | 11 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Orbach, Gil, Mark | Managing Member & Chief Compliance Officer | Jan 2017 (10y) | 75% or more | |
| Plumb, Jonathan | Member | May 2017 (9y) | 10% – 25% | |
| John Augustin Sullivan | Head Of Business Development | Mar 2024 (2y) | Less than 5% | |
| Evan Alexander Finkel | Registered representative | Jan 2021 (6y) | ||
| Matthew John Stevens | Registered representative | Feb 2025 (2y) | ||
| Bradley T Riccardi | Registered representative | Feb 2025 (1y) | ||
| Thomas Roth | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $6.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Integra Global Advisors Vc Access Fund Lp Israel I Series | Private Equity Fund | $2.1M | $0 | 12 |
| Integra Global Advisors Vc Access Fund Lp U.S. I Series | Private Equity Fund | $2.0M | $0 | 10 |
| Integra Global Advisors Vc Access Fund Lp Latin America I Series | Private Equity Fund | $1.9M | $0 | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.65 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
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $321M (47% of AUM) Mar 2026
- J.P. Morgan $11.8M (3% of AUM) Mar 2022
- Stonecastle Fica $1.4M (0% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗