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Knickerbocker Advisors Inc.

CRD 118553SEC# 801-66574
Export (members)
No longer SEC-registered. Knickerbocker Advisors Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$158.6M
Employees
1
Accounts
106
Location

Knickerbocker Advisors Inc. assets under management

Knickerbocker Advisors Inc. is an investment advisory firm registered with the SEC. It reports $158.6 million in regulatory assets under management and employs 1 people.

Knickerbocker Advisors Inc. owners & executives

4 reported
NameTitleOwnershipSince
Constanza F.a. LowPresident, Vp, Treasurer, Secretary & Chief Compliance OfficerUnder 5%1994
John Henry Low Revocable Trust Dated May 4, 2023 ControlShareholderUnder 5%2025
Mercer Global Advisors Inc. ControlParent CompanyOver 75%2025
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Frequently asked questions

How much does Knickerbocker Advisors Inc. manage?

Knickerbocker Advisors Inc. reports $158.6 million in regulatory assets under management on its Form ADV.

How many employees does Knickerbocker Advisors Inc. have?

Knickerbocker Advisors Inc. reports 1 employees.

Does Knickerbocker Advisors Inc. disclose fund performance?

Knickerbocker Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hoursBy Appointment Only
Discloses disciplinary historyNo

Regulatory AUM

$158.6MNo change
Mar '25 — $158.6MApr '25 — $158.6MMay '25 — $158.6MJun '25 — $158.6MJul '25 — $158.6MAug '25 — $158.6MSep '25 — $158.6MOct '25 — $158.6MNov '25 — $158.6MDec '25 — $158.6MJan '26 — $158.6MFeb '26 — $158.6MMar '26 — $158.6MApr '26 — $158.6MMay '26 — $158.6MJun '26 — $158.6M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$158.6Mregulatory AUM
Discretionary $158.6M