Data / Investment advisers / New York / Double Duty Money Management LLC
Double Duty Money Management LLC, New York, NY: $83.7 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Double Duty Money Management LLC is an SEC registered investment adviser with its main office in New York, New York and reports $83.7 million in regulatory assets under management in its Form ADV filed January 26, 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.
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- Registration
- SEC registered investment adviser
- CRD number
- 326792
- SEC file number
- 801-128084
- SEC status
- Approved, effective June 5, 2023
- Main office
- 300 Park Avenue 2nd Floor, New York, NY 10022
- Phone
- (212) 408-1750
- Website
- doubledutymm.com
- Regulatory AUM
- $83,669,173 in the Form ADV filed January 26, 2026
- Discretionary AUM
- $83,669,173
- Accounts
- 34
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- January 26, 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 | 14 | $71 million |
| Corporations or other businesses | Fewer than 5 | $11.9 million |
| Charitable organizations | Fewer than 5 | $857,572 |
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 |
|---|---|---|
| February 2, 2026 | $83.7 million | January 26, 2026 |
| December 1, 2025 | $44 million | March 12, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Group RMC Investment Advisor LLC | New York | $84.6 million | 13 | adviserinfo.sec.gov |
| Lehmann, Livian, Fridson Advisors, LLC | New York | $84.2 million | Not listed | adviserinfo.sec.gov |
| Greycliff Wealth Management, LLC | New York | $83.8 million | Not listed | adviserinfo.sec.gov |
| Welara | New York | $83.7 million | Not listed | adviserinfo.sec.gov |
| Parataxis Capital Management LLC | New York | $83.7 million | 7 | adviserinfo.sec.gov |
| Northstar Capital Funds, LLC | New York | $83.3 million | 1 | adviserinfo.sec.gov |
| Lumiere Financial | New York | $82.7 million | 1 | adviserinfo.sec.gov |
| Ivesta Corp | New York | $82 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $50 million to $100 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Double Duty Money Management LLC on the SEC's adviser search
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.