Masterworks Advisers, Llc
- Regulatory AUM
- $8.1M
- Discretionary
- $508K
- Clients
- 1,045
- Avg AUM / client
- $7.7K
- Accounts
- 1,045
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 775 | $2.4M | 29.6% |
| High net worth individuals | 270 | $5.7M | 70.4% |
People (20)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lynn, Scott | Investment Adviser To The Trust | Aug 2015 (11y) | GP / trustee / elected manager of Lynn Family Trust 001 (F/K/A James William Lynn, Jr. 2015 Trust) (indirect) | |
| Moxon, Jennifer | Chief Compliance Officer | May 2023 (3y) | Less than 5% | |
| Zinn, Gabriel, Bridges | Head Of Advisory | Sep 2023 (3y) | Less than 5% | |
| Krasnick, Nathan | Portfolio Manager | Mar 2024 (2y) | Less than 5% | |
| Elder, Tofique, Mohammed | Head Of Finance | Nov 2024 (2y) | Less than 5% | |
| Candy Denise Miles | Registered representative | Jun 2023 (3y) | ||
| Connor Douglas Leavell | Registered representative | Jun 2023 (3y) | ||
| Daniel Joseph Delaney | Registered representative | Jun 2023 (3y) | ||
| Erik G Bringsjord | Registered representative | Jun 2023 (3y) | ||
| Ivan Lau | Registered representative | Jun 2023 (3y) | ||
| Kevin Edward Cox | Registered representative | Jun 2023 (3y) | ||
| Michael Donlan Delpozzo | Registered representative | Jun 2023 (3y) | ||
| Michael Douglas Strang | Registered representative | Jun 2023 (3y) | ||
| Henry Edmund Peelle | Registered representative | Dec 2023 (3y) | ||
| Christopher Charles White | Registered representative | Feb 2024 (3y) | ||
| Abraham Luciano | Registered representative | Jun 2024 (2y) | ||
| Anisha Kiran Mittal | Registered representative | Aug 2025 (1y) | ||
| James Albert Cifelli | Registered representative | Mar 2026 (0y) | ||
| Daniel J Bussiculo | Registered representative | Jun 2026 (0y) | ||
| Pawel Stefan Benedykcinski | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Masterworks Investor Services, Llc | Member Ordinary Membership Interests | Nov 2022 | A | 75% or more |
| Masterworks, Llc | Member | Mar 2018 | B | ≈ 56.25% – 100% via Masterworks Investor Services, Llc |
| Lynn Family Trust 001 (F/K/A James William Lynn, Jr. 2015 Trust) | Shareholder | Apr 2018 | B | ≈ 42.19% – 100% via Masterworks, Llc |
| Commonwealth Trust Company | Trustee | Apr 2018 | B | GP / trustee / elected manager of Lynn Family Trust 001 (F/K/A James William Lynn, Jr. 2015 Trust) (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Masterworks, Llc: 75% – 100% of Masterworks Investor Services, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Lynn Family Trust 001 (F/K/A James William Lynn, Jr. 2015 Trust): 75% – 100% of Masterworks, Llc × 75% – 100% of Masterworks Investor Services, Llc × 75% – 100% direct ≈ 42.19% – 100% 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) | 03/30/2026 | 1.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: ADVISORY AFFILIATE SOLD FEDERALLY COVERED SECURITIES IN THE STATE OF TEXAS DURING A TIME WHEN IT WAS NOT REGISTERED AS AN ISSUER-DEALER IN THE STATE. AS A CONSEQUENCE, THE STATE WOULD NOT ACCEPT NOTICE FILINGS ON REGULATION A OFFERINGS WITHOUT A NAMED ISSUER-DEALER, WHICH CAUSED A NOTICE FILING VIOLATION. Status: Final Sanction Detail: ADMINISTRATIVE FINE OF $150,000 LEVIED AGAINST THE ADVISORY AFFILIATE. FUNDS WERE PAID ON 6/28/24 WITH NO PORTION WAIVED. Summary: CONSENT ORDER WAS SIGNED AND ENTERED ON 6/17/24
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 29, 2026.
View current Form ADV (SEC/IAPD) ↗