9AT: EAST END ADVISORS, LLC

Adviser Profile

As of Date	04/28/2026
Registration	SEC, Approved, 05/23/2008
ADV Location	NEW YORK, NY, United States
Contact Info	212 xxxxxxx
Websites

AUM^*	6,056,991,882 -6%
of that, discretionary	0 -100%
Number of Employees	17 6%
of those in investment advisory functions	9 29%
Private Fund GAV^*	0
Avg Account Size	356,293,640 109%
% High Net Worth	38.89% -22%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Accounting Firm Name	Filing Date	Form ADV-E
Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP	Filing Date10/27/2025	Form ADV-E View Report
Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP	Filing Date07/29/2024	Form ADV-E View Report
Accounting Firm Name GRANT THORTON LLP	Filing Date03/29/2024	Form ADV-E View Report
Accounting Firm Name GRANT THORTON LLP	Filing Date10/27/2023	Form ADV-E View Report

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 SMITH THORNTON ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM852.3m	#Funds-
Adviser EL CAPITAN ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM7.4b	#Funds-
Adviser BEVERLY INVESTMENT ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM95.6m	#Funds-
Adviser CAMBRIDGE ASSOCIATES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund18.8b	Total Private Fund GAV18.8b	AUM326.7b	#Funds97
Adviser KINGS PATH PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.5b	#Funds-
Adviser HUB INVESTMENT ADVISORS, INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.1b	#Funds-
Adviser HECK CAPITAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM11.3b	#Funds-
Adviser VALLEY FORGE INVESTMENT CONSULTANTS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM3.5b	#Funds-
Adviser AUREUS ASSET MANAGEMENT, LLC	Hedge Fund182.6m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV182.6m	AUM8.4b	#Funds4
Adviser ACKERMAN ASSET MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM793.5m	#Funds-

Brochure Summary

Overview

ADVISORY BUSINESS A. The Advisor East End was formed in April 2008 as a New York limited liability company. Effective April 3, 2024, 100% of the Advisor’s assets were acquired by AlTi Global Wealth Management Holdings Limited, a UK private limited company. AlTi Global Wealth Management Holdings Limited is an indirect subsidiary of AlTi Global, Inc., a publicly traded company. ADVISORY BUSINESS (continued) B. Types of Advisory Services & C. Client-Specific Services East End assists clients in developing a customized, overall asset allocation strategy across all asset classes and in setting investment goals and objectives. Then, as a manager-of-managers, we provide advice regarding which external, third-party, unaffiliated investment managers (“Investment Managers”) would be most appropriate to manage portions of each client’s assets to achieve their objectives. Generally, East End will recommend Investment Managers that manage investment funds including investment partnerships, private equity funds, separately managed accounts, hedge funds and the like (“Investment Funds”). Accordingly, we assist each of our clients with building broadly diversified investment portfolios. We monitor the Investment Managers and their Investment Funds and use benchmarks and other quantitative data as well as qualitative information to measure the relative performance of the Investment Funds on behalf of clients. As part of this process, and as we deem appropriate from time to time, we

also consider potential changes to our clients’ rosters of Investment Funds and Investment Managers. As such, since the majority of our clients’ assets are invested in Investment Funds managed by third-party Investment Managers, East End provides primarily non- discretionary advisory services. To the extent a portion of a client's short-term assets are pending deployment in an Investment Fund, or to the extent a client has determined to maintain a permanent portion of their portfolio outside of Investment Funds, East End provides advisory services on a discretionary basis. We typically achieve this through investments in U.S. Government securities, although we may, to a significantly lesser extent, use other investments from time to time at the client's request or as we deem appropriate. For our purposes, our clients’ portfolios (“Portfolios”) consist of their roster of Investment Funds, their assets awaiting deployment and their assets not destined for Investment Funds. East End also provides general investment consultation to clients without supervisory services for a fixed, flat, annual fee. ADVISORY BUSINESS (continued) D. Wrap-Fee Program Participation This item is not applicable because East End does not participate in any wrap fee programs. E. Client Assets Under Management East End managed approximately $5.3 billion in client assets on a non- discretionary basis and approximately $1.2 billion in client assets on a discretionary basis, as of December 31, 2023.

EAST END ADVISORS, LLC

EAST END ADVISORS, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Similar advisers

Brochure Summary

Overview

Need help?

Send a question to 9AT support.

EAST END ADVISORS, LLC EAST END ADVISORS, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Similar advisers

Brochure Summary

Overview

EAST END ADVISORS, LLC

EAST END ADVISORS, LLC