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Iadvise Partners LLC

● SEC registered since 2013CRD 168564SEC# 801-78614New York, NY
Export (members)
Reg. AUM
$224.5M
Employees
3
Accounts
37
Location
New York, NY

Iadvise Partners LLC assets under management

Iadvise Partners LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2013. It reports $224.5 million in regulatory assets under management and employs 3 people.

Iadvise Partners LLC owners & executives

7 reported
NameTitleOwnershipSince
Carmen PenarandaChief Compliance OfficerUnder 5%2013
Iadvise Family Office S.l. ControlManaging Member/PartnerOver 75%2015
Victor Manuel Gil ControlPresident/CeoUnder 5%2013
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Frequently asked questions

How much does Iadvise Partners LLC manage?

Iadvise Partners LLC reports $224.5 million in regulatory assets under management on its Form ADV.

How many employees does Iadvise Partners LLC have?

Iadvise Partners LLC reports 3 employees.

Where is Iadvise Partners LLC located?

Iadvise Partners LLC is based in New York, NY and has been SEC-registered since 2013.

Does Iadvise Partners LLC disclose fund performance?

Iadvise Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address747 Third Avenue, Ste. 34b, New York, NY 10017
Phone212-686-4601
Fax212-686-4601
Office hours9a.m. To 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$224.5M▲ 18%
Mar '25 — $190.4MApr '25 — $190.4MMay '25 — $190.4MJun '25 — $190.4MJul '25 — $190.4MAug '25 — $190.4MSep '25 — $190.4MOct '25 — $190.4MNov '25 — $190.4MDec '25 — $190.4MJan '26 — $190.4MFeb '26 — $190.4MMar '26 — $224.5MApr '26 — $224.5MMay '26 — $224.5MJun '26 — $224.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$224.5Mregulatory AUM
Discretionary $188.5MNon-discretionary $36M