Double Duty Money Management Llc
- Regulatory AUM
- $83.7M
- Discretionary
- $83.7M
- Clients
- 14
- Avg AUM / client
- $6.0M
- Accounts
- 34
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jan 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 14 | $71.0M | 84.8% |
| Charitable organizations | Fewer than 5 clients | $858K | 1.02% |
| Corporations and other businesses | Fewer than 5 clients | $11.9M | 14.2% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Schneider, Jonathan, Michael | Chief Compliance Officer | Apr 2023 (3y) | Less than 5% | |
| Bhansali, Rupal, Jayesh | Chief Executive Officer | Nov 2023 (3y) | ≈ 56.25% – 100% via Global Alpha Associates Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Global Alpha Associates Llc | Owner | Apr 2023 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bhansali, Rupal, Jayesh: 75% – 100% of Global Alpha Associates Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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) | 01/26/2026 | 906 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
Custody
Reported custodians
- Vanguard Marketing Corporation $60.5M (72% of AUM) Jan 2026
- Interactive Brokers $22.9M (27% of AUM) Jan 2026
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: Jan 26, 2026.
View current Form ADV (SEC/IAPD) ↗