{{ Info.Overview }}

Adviser Profile

As of Date 02/02/2026
Registration SEC, Approved, 05/12/2000
ADV Location SMITHTOWN, NY, United States
Contact Info 631 xxxxxxx
Websites
AUM* 197,825,768 21%
of that, discretionary 0
Number of Employees 4
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 192,064 15%
% High Net Worth 22.15% 12%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

198M 170M 141M 113M 85M 57M 28M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser WAYPOINT STRATEGIC ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM136.3m #Funds-
Adviser NEW INSIGHT WEALTH ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM396.9m #Funds-
Adviser AIO FINANCIAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM199.2m #Funds-
Adviser BRITE ADVISORS USA, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM468.1m #Funds-
Adviser TFS ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM161.2m #Funds-
Adviser SWMG, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM430.4m #Funds-
Adviser MADRONE INVESTMENT ADVISORY, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM254.3m #Funds-
Adviser AFFILIATED FINANCIAL ADVISORS INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM541.5m #Funds-
Adviser CHAPMAN & CHAPMAN ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM145.6m #Funds-
Adviser D & P INVESTMENT ADVISORS, LTD. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM197.8m #Funds-