The Moneypaper Advisor, Inc.
● SEC registered since 2011CRD 156971SEC# 801-72257
Reg. AUM
$91M
Employees
2
Accounts
1
Location
—
The Moneypaper Advisor, Inc. assets under management
The Moneypaper Advisor, Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2011. It reports $91 million in regulatory assets under management and employs 2 people.
The Moneypaper Advisor, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Byron O Perez | Chief Compliance Officer | Under 5% | 2023 |
| Juan Mario Medina | Portfolio Manager | Under 5% | 2017 |
| Lee Reiner Nelson Control | Portfolio Manager | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does The Moneypaper Advisor, Inc. manage?
The Moneypaper Advisor, Inc. reports $91 million in regulatory assets under management on its Form ADV.
How many employees does The Moneypaper Advisor, Inc. have?
The Moneypaper Advisor, Inc. reports 2 employees.
Does The Moneypaper Advisor, Inc. disclose fund performance?
The Moneypaper Advisor, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 914-925-0022 X 110 |
| Fax | 914-921-9318 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$91MNo change
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$91Mregulatory AUM
Discretionary $91M