Investment adviser · CRD 318890

PERCENT ADVISORS LLC

Investment adviser filing (IA)

PERCENT ADVISORS, LLC

NEW YORK, NY, United States · Form ADV filed Jun 26, 2026

Regulatory AUM
$70M
Form ADV · Item 5.F
Client accounts
28
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles1$56,202,19080.3%
High-net-worth individuals27$13,821,17619.7%
Filing source

Form ADV 2115807 · Jun 26, 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CADENCE GROUP PLATFORM LLCOther Private Fund · Last reported Jun 26, 2026$56.2MGross asset value
Fund administrator CADENCE GROUP, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes
Custodian PERCENT SECURITIES, LLC NEW YORK, New York, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PERCENT SECURITIES, LLC
SEC 8-70732

Fund details & source
Fund ID
805-6873152098
Reported beneficial owners
2,089
Minimum commitment
$500
Form D file number
021-42726

Form ADV 2115807 · Jun 26, 2026 · 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: Jun 26, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

145 E 57 ST
NEW YORK, NY, 10022, United States

CRD 318890

Filing source

Form ADV 2115807 · Jun 26, 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.