Investment adviser · CRD 13035
SEARLE & CO.
Investment adviser filing (IA)
GREENWICH, CT, United States · Form ADV filed Dec 16, 2025
- Regulatory AUM
- $630M Form ADV · Item 5.F
- Client accounts
- 129 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 7 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 | 119 | $621,537,134 | 98.7% |
| Charities | Fewer than 5 | $4,775,569 | 0.8% |
| Individuals | 7 | $3,579,822 | 0.6% |
Filing source
Form ADV 2031385 · Dec 16, 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.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 16, 2025. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Commissions
Principal office
333 GREENWICH AVENUEGREENWICH, CT, 06830, United States
CRD 13035
Filing source
Form ADV 2031385 · Dec 16, 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.