Investment adviser · CRD 105510
HENRY H. ARMSTRONG ASSOCIATES, INC.
Investment adviser filing (IA)
PITTSBURGH, PA, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $1.23B Form ADV · Item 5.F
- Client accounts
- 530 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| High-net-worth individuals | 113 | $1,207,972,847 | 98.1% |
| Charities | Fewer than 5 | $11,858,346 | 1.0% |
| Individuals | 28 | $11,322,044 | 0.9% |
Filing source
Form ADV 2089448 · Mar 31, 2026 · 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
2 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.
ARMSTRONG EQUITY PARTNERS LPPrivate Equity Fund · Last reported Jul 1, 2022$590KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BDO USA, LLP
PCAOB 243
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-7891358698
- Reported beneficial owners
- 21
- Minimum commitment
- $100K
- Form D file number
- 021-45522
Form ADV 1661735 · Jul 1, 2022 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ARMSTRONG EQUITY ADVISORS LPPrivate Equity Fund · Last reported Jul 1, 2022$261KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
BDO USA, LLP
PCAOB 243
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-7395545115
- Reported beneficial owners
- 8
- Minimum commitment
- $50K
- Form D file number
- 021-45575
Form ADV 1661735 · Jul 1, 2022 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
ONE GATEWAY CENTER, 420 FT. DUQUESNE BLVD, STE 1425PITTSBURGH, PA, 15222, United States
CRD 105510
Filing source
Form ADV 2089448 · Mar 31, 2026 · 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.