Data / Investment advisers / New York / Retirable
Retirable, New York, NY: $301 million AUM, SEC registered investment adviser
Retirable is an SEC registered investment adviser with its main office in New York, New York and reports $301 million in regulatory assets under management in its Form ADV filed October 12, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 307472
- SEC file number
- 801-118535
- SEC status
- Approved, effective April 27, 2020
- Legal name
- Retirable Inc.
- Main office
- 900 Broadway Suite 808, New York, NY 10003
- Phone
- (833) 222-1807
- Regulatory AUM
- $300,968,274 in the Form ADV filed October 12, 2026
- Discretionary AUM
- $300,968,274
- Accounts
- 2,210
- Employees
- 23, of which 12 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 12, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,953 | $194.3 million |
| High net worth individuals | 257 | $106.7 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 |
|---|---|---|
| April 1, 2026 | $301 million | March 23, 2026 |
| December 1, 2025 | $130.6 million | September 24, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Adalta Capital Management LLC | New York | $305.5 million | 1 | adviserinfo.sec.gov |
| Old Slip Registered Investment Advisors, LLC | New York | $305 million | Not listed | adviserinfo.sec.gov |
| Coltrane Asset Management, L.P. | New York | $304 million | 4 | adviserinfo.sec.gov |
| The Operators Fund Investment Management, L.P. | New York | $303 million | 1 | adviserinfo.sec.gov |
| Innovahealth Partners | New York | $301 million | 16 | adviserinfo.sec.gov |
| Wellspring GBL, LLC | New York | $300.5 million | 2 | adviserinfo.sec.gov |
| Krensavage Asset Management, LLC | New York | $300.2 million | 1 | adviserinfo.sec.gov |
| MQS Management, LLC | New York | $299.4 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Retirable 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.