East End Advisors, Llc
- Regulatory AUM
- $6.1B
- Discretionary
- $0
- Clients
- 14
- Avg AUM / client
- $433M
- Accounts
- 17
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Apr 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 7 | $913M | 15.1% |
| Charitable organizations | 7 | $3.3B | 53.7% |
| Corporations and other businesses | Fewer than 5 clients | $1.9B | 31.2% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Salk Institute For Biological Studies EIN 952160097 | La Jolla, CA | 06/30/2024 |
| Philadelphia College Of Osteopathic Medicine Foundation EIN 222691757 | Philadelphia, PA | 06/30/2024 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brown, Christopher | Chief Compliance Officer And Chief Financial Officer | Aug 2010 (16y) | Less than 5% | |
| Connell, Brooke, Bayard | Board Manager | Apr 2024 (2y) | Less than 5% | |
| Douglass, Andrew, Behan | Board Manager | Apr 2024 (2y) | Less than 5% | |
| Lewis, Whitney, Fogle | Board Manager | Apr 2024 (2y) | Less than 5% | |
| Nadosy, Peter, Andras | Board Manager | Apr 2024 (2y) | Less than 5% | |
| Salomon, David, Richard | President And Board Manager | Apr 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Alti Global Wealth Management Holdings Limited | Member | Apr 2024 | A | 75% or more |
| Alti Wealth Management Holdings, Llc | Shareholder | Jan 2023 | B | ≈ 56.25% – 100% via Alti Global Wealth Management Holdings Limited |
| Alti Global Holdings, Llc | Member | Jan 2023 | B | ≈ 42.19% – 100% via Alti Wealth Management Holdings, Llc |
| Alti Global Topco Limited | Member | Jan 2023 | B | ≈ 31.64% – 100% via Alti Global Holdings, Llc |
| Alti Global Capital, Llc | Shareholder | Jan 2023 | B | ≈ 23.73% – 100% via Alti Global Topco Limited |
| Alti Global, Inc. | Member | Jan 2023 | B | ≈ 5.93% – 50% via Alti Global Capital, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Alti Wealth Management Holdings, Llc: 75% – 100% of Alti Global Wealth Management Holdings Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Alti Global Holdings, Llc: 75% – 100% of Alti Wealth Management Holdings, Llc × 75% – 100% of Alti Global Wealth Management Holdings Limited × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Alti Global Topco Limited: 75% – 100% of Alti Global Holdings, Llc × 75% – 100% of Alti Wealth Management Holdings, Llc × 75% – 100% of Alti Global Wealth Management Holdings Limited × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Alti Global Capital, Llc: 75% – 100% of Alti Global Topco Limited × 75% – 100% of Alti Global Holdings, Llc × 75% – 100% of Alti Wealth Management Holdings, Llc × 75% – 100% of Alti Global Wealth Management Holdings Limited × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Alti Global, Inc.: 25% – 50% of Alti Global Capital, Llc × 75% – 100% of Alti Global Topco Limited × 75% – 100% of Alti Global Holdings, Llc × 75% – 100% of Alti Wealth Management Holdings, Llc × 75% – 100% of Alti Global Wealth Management Holdings Limited × 75% – 100% direct ≈ 5.93% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Foundations & charities (2)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Salk Institute For Biological Studies | Public charity | $823M | 06/30/2024 |
| Philadelphia College Of Osteopathic Medicine Foundation | Public charity | $611M | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 1.64 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- J.P. Morgan $704M (11% of AUM) Jul 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗