Data / Investment advisers / New York / Citizens Private Wealth
Citizens Private Wealth, Tarrytown, NY: $16.6 billion AUM, SEC registered investment adviser
Citizens Private Wealth is an SEC registered investment adviser with its main office in Tarrytown, New York and reports $16.6 billion in regulatory assets under management in its Form ADV filed July 8, 2026. Its clients include high net worth individuals, corporations and other businesses and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 106743
- SEC file number
- 801-40835
- SEC status
- Approved, effective February 20, 1992
- Legal name
- Citizens Private Wealth, LLC
- Main office
- 520 White Plains Road 3rd Floor, Tarrytown, NY 10591
- Phone
- (914) 846-0100
- Website
- citizensbank.com
- Regulatory AUM
- $16,634,578,146 in the Form ADV filed July 8, 2026
- Discretionary AUM
- $14,334,685,305
- Non discretionary AUM
- $2,299,892,841
- Accounts
- 12,118
- Employees
- 214, of which 214 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 25
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions, other Item 11 matters
- Latest Form ADV filing
- July 8, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2,465 | $15.70 billion |
| Corporations or other businesses | 95 | $784.2 million |
| Charitable organizations | 7 | $145.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| August 3, 2026 | $16.63 billion | July 8, 2026 |
| April 1, 2026 | $15.54 billion | March 31, 2026 |
| December 1, 2025 | $12.18 billion | May 9, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Summit Rock Advisors, LP | New York | $26.18 billion | 21 | adviserinfo.sec.gov |
| Fred Alger Management, LLC | New York | $26.14 billion | 2 | adviserinfo.sec.gov |
| Blue Owl Insurance Solutions | New York | $25.84 billion | Not listed | adviserinfo.sec.gov |
| Agl Credit Management LLC | New York | $25.80 billion | 53 | adviserinfo.sec.gov |
| Pretium Single-Family Rental Manager III, LLC | New York | $25.71 billion | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Citizens Private Wealth on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.