Poet Advisors LLC
Poet Advisors LLC is an SEC-registered asset manager with $83.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Poet Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 161052, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $83.2M (2026-03-18)
- Firm type
- Asset Manager
- Employees
- 6
- Clients
- 7
- CRD
- 161052
- Ownership
- BERKOWITZ, ADAM, NATHANIEL; BERKOWITZ, ERIC, ZACAHARY; Sandler, David; BERKOWITZ, ERIC, ZACHARY
How much AUM does Poet Advisors LLC have?
Poet Advisors LLC reported $83.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Poet Advisors LLC?
Disclosed owners and executives of Poet Advisors LLC include BERKOWITZ, ADAM, NATHANIEL, BERKOWITZ, ERIC, ZACAHARY, Sandler, David, BERKOWITZ, ERIC, ZACHARY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.