Investment adviser · CRD 344055
LORUM ADVISORY LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Aug 31, 2026
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
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.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 31, 2026. View historical filings
Reported services
Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
107 GREENWICH STREET, SUITE 402NEW YORK, NY, 10006, United States
CRD 344055
Filing source
Form ADV 2128930 · Aug 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.