Twenty First Tailored Solutions, Inc.
- Regulatory AUM
- $515M
- Discretionary
- $0
- Clients
- 55
- Avg AUM / client
- $9.4M
- Accounts
- 55
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Jan 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 21 | $254M | 49.3% |
| Corporations and other businesses | 7 | $139M | 27.0% |
| Other | 27 | $122M | 23.7% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Kevin Ainsberg | Chief Compliance Officer | Feb 2012 (15y) | Less than 5% | |
| Gordon, Alexandra | President, Treasurer, Ceo | Jan 2020 (7y) | ≈ 37.5% – 75% via Twenty First Holding, Inc. | |
| Gordon, Evan | Vice President, Secretary | Jan 2020 (7y) | ≈ 37.5% – 75% via Twenty First Holding, Inc. |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Twenty First Holding, Inc. | Owner | Jun 2011 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Gordon, Alexandra: 50% – 75% of Twenty First Holding, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Gordon, Evan: 50% – 75% of Twenty First Holding, Inc. × 75% – 100% direct ≈ 37.5% – 75% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/30/2026 | 906 KB | 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- UBS $515M (100% of AUM) Jan 2026
- Comerica Securities,Inc. $224M (32% of AUM) Feb 2019
- Deutsche Bank India $106M (15% of AUM) Feb 2019
- Bank Of America, National Association $101M (15% of AUM) Feb 2019
- RBC $52.6M (8% of AUM) Feb 2019
- Charles Schwab & Co. $25.1M (4% of AUM) Feb 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jan 30, 2026.
View current Form ADV (SEC/IAPD) ↗