Lorum Advisory Llc
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 344055
· SEC file 801-137408
· New York, NY
· www.youtube.com
☆ Save with Pro
ADV data as of Aug 31, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 4
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for businesses/institutional clients
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: Aug 31, 2026.
View current Form ADV (SEC/IAPD) ↗