ASTORIA PORTFOLIO ADVISORS LLC
C26
CRD 288271·SEC 801-119078·NEW YORK, NY
AUM
$977.6M
$500M-$1B
Est. Revenue
$9.8M
@ 1% on AUM
Est. EBITDA
$2.9M
@ 30% margin
Est. Deal Value
$23.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'21 · $67.0M
'22 · $149.2M
'23 · $178.7M
'25 · $698.8M
'26 · $977.6M
'21'26
$67.0M → $977.6M▲ +1359%
Client mix
| Individuals Other | 61 |
| Individuals High Net Worth | 29 |
| Other Investment Advisers | 27 |
| Investment Companies | 4 |
| Corporations | 2 |
Operations
Advisory staff (5-yr trend)
'21 · 3 advisors
'22 · 4 advisors
'23 · 5 advisors
'25 · 7 advisors
'26 · 9 advisors
'21'26
3 advisors → 9 advisors▲ +200%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesEducational Seminars Workshops
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
500 7TH AVENUENEW YORK, NY 10018
Business
500 7TH AVENUENEW YORK, NY 10018
Edgar Recent Filings
13F-HR2026-04-28 · 0001931642-26-000004
13F-HR2026-02-24 · 0001931642-26-000001