Investment adviser · CRD 328677
EDLY ADVISORS
Investment adviser filing (IA)
EDLY ADVISORS LLC
WHITE PLAINS, NY, United States · Form ADV filed Oct 22, 2025
- Regulatory AUM
- $19.8M Form ADV · Item 5.F
- Client accounts
- 30 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | 1 | $10,236,968 | 51.6% |
| Pooled investment vehicles | 5 | $8,615,772 | 43.4% |
| High-net-worth individuals | 6 | $826,617 | 4.2% |
| Individuals | 18 | $154,434 | 0.8% |
Filing source
Form ADV 2009371 · Oct 22, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Oct 22, 2025. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
10 BANK STREET, SUITE 630WHITE PLAINS, NY, 10606, United States
CRD 328677
Filing source
Form ADV 2009371 · Oct 22, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.