AUMdb

Cystein Management Llc

SEC-registered Wealth Manager · Boutique (under $100M) CRD 290365 · SEC file 801-112087 · · WWW.CYSTEINFUNDS.COM
☆ Save with Pro ADV data as of Mar 30, 2026
Regulatory AUM
$4.5M
Discretionary
$4.5M
Clients
22
Avg AUM / client
$203K
Accounts
22
Employees
2

AUM over time

$0 $5.4M
Oct 30, 2017 Mar 30, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 15 $1.8M 39.7%
High net worth individuals 7 $2.7M 60.3%

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Padierna, Pedro, Ignacio Chief Compliance Officer/Chief Executive Officer/Managing Member Aug 2017 (9y) 50% – 75%
Padierna, Pedro Chief Marketing Officer/Managing Member Jun 2018 (8y) 50% – 75%

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.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/30/2026 951 KB 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

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients
  • Educational seminars/workshops

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have 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 30, 2026.

View current Form ADV (SEC/IAPD) ↗