SourcingSourcing

MASTERWORKS ADVISERS, LLC

C34
CRD 324239·SEC 801-127158·NEW YORK, NY
AUM
$8.1M
<$25M
Est. Revenue
$81K
@ 1% on AUM
Est. EBITDA
$24K
@ 30% margin
Est. Deal Value
$194K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MASTERWORKS ADVISERS, LLC
CRD
324239
SEC file #
801-127158
EIN
—
DBA names
—

Economics

AUM
$8.1M
AUM band
<$25M
AUM trajectory
'25'26
$2.0M → $8.1M▲ +307%
Client mix
Individuals Other775
Individuals High Net Worth270

Operations

Employees (total)
13
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'25'26
17 advisors → 13 advisors▼ -24%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
masterworks.com/vip

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MASTERWORKS INVESTOR SERVICES,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
MASTERWORKS INVESTOR SERVICES,
ELDER, TOFIQUE, MOHAMMED
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MASTERWORKS.COM
Rdap Domain Creation Date
1995-09-01T04:00:00Z
Rdap Firm Age Years
31
Rdap Firm Age Band
20+y
Rdap Registrar
Amazon Registrar, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
15
Bc Firm IAR Count
15
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-31T04:00:00Z
Rdap Domain Last Changed
2026-05-19T17:07:11Z
Rdap Nameservers
Cortney.ns.cloudflare.comNewt.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (18)

18
Light, CANDY, DENISE
IAR · Executive Officer · 2.5%
7139160
ELDER, TOFIQUE, MOHAMMED
Executive Officer · 2.5%
8014469
Krasnick, Nathan
Executive Officer · 2.5%
7892939
Moxon, Jennifer
Executive Officer · 2.5%
2791042
Abraham Luciano
IAR
7937078
CHRISTOPHER CHARLES WHITE
IAR
6969028
Henry Edmund Peelle
IAR
7840881
James Albert Cifelli
IAR
7291189
CONNOR DOUGLAS LEAVELL
IAR
6542030
MICHAEL DONLAN DELPOZZO
IAR
2306291
Evan Cristofer McMann
IAR
7283412
ANISHA KIRAN MITTAL
IAR
7559150
JOSHUA MILLER-FRANKEL Taylor
IAR
6310620
IVAN LAU
IAR
6251907
Kevin Edward Cox
IAR
4702215
MICHAEL DOUGLAS STRANG
IAR
6943153
DANIEL JOSEPH DELANEY
IAR
6845465
ERIK G BRINGSJORD
IAR
6502805