Percent Advisors, Llc
SEC-registered
Private Fund Manager · Boutique (under $100M)
CRD 318890
· SEC file 801-136174
· New York, NY
· www.percent.com
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ADV data as of Jun 26, 2026
- Regulatory AUM
- $70.0M
- Discretionary
- $70.0M
- Clients
- 28
- Avg AUM / client
- $2.5M
- Accounts
- 28
- Employees
- 2
AUM over time
$70.0M
$70.0M
Apr 2, 2026
Jun 26, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 27 | $13.8M | 19.7% |
| Pooled investment vehicles (non-investment companies) | 1 | $56.2M | 80.3% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Prathumna T Reddy | Registered representative | CFA | Jun 2026 (0y) | |
| Anthony Michael Philips | Registered representative | Jun 2026 (0y) |
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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/26/2026 | 1.23 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
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
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: Jun 26, 2026.
View current Form ADV (SEC/IAPD) ↗