Investment adviser · CRD 338664
SHARPE ADVISORS, LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Sep 17, 2026
- Regulatory AUM
- $1.23B Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 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 | Fewer than 5 | $1,230,400,000 | 100.0% |
Filing source
Form ADV 2132720 · Sep 17, 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
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: Sep 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
524 BROADWAY, FL 11NEW YORK, NY, 10012, United States
CRD 338664
Filing source
Form ADV 2132720 · Sep 17, 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.