Data / Investment advisers / New York / Safanad Inc.
Safanad Inc., New York, NY: $780 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Safanad Inc. is an SEC registered investment adviser with its main office in New York, New York and reports $780 million in regulatory assets under management in its Form ADV filed October 28, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 7 private funds.
The request: Watch Safanad Inc. (CRD number 170969): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 170969
- SEC file number
- 801-80203
- SEC status
- Approved, effective September 15, 2014
- Main office
- 505 5th Avenue Suite 1502, New York, NY 10017
- Phone
- (212) 468-5600
- Website
- safanad.com
- Regulatory AUM
- $779,803,791 in the Form ADV filed October 28, 2026
- Discretionary AUM
- $779,803,791
- Accounts
- 30
- Employees
- 31, of which 10 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 7: 5 real estate funds, 2 private equity funds
- Gross assets of private funds
- $603,554,879
- Umbrella registration
- 8 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 28, 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 |
|---|---|---|
| Pooled investment vehicles | 30 | $779.8 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 | $779.8 million | March 30, 2026 |
| December 1, 2025 | $1.19 billion | March 31, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Enhalus Capital, LP | New York | $785.5 million | 3 | adviserinfo.sec.gov |
| Flagstar Securities, Inc. | New York | $784.3 million | Not listed | adviserinfo.sec.gov |
| Deltec Asset Management LLC | New York | $782.8 million | 4 | adviserinfo.sec.gov |
| Sierra Crest Investment Management LLC | New York | $781.1 million | 1 | adviserinfo.sec.gov |
| Water Asset Management, LLC | New York | $780.9 million | 13 | adviserinfo.sec.gov |
| Goalvest Advisory LLC | New York | $777.6 million | 4 | adviserinfo.sec.gov |
| Snow Phipps Group, LLC | New York | $777.1 million | 10 | adviserinfo.sec.gov |
| Grafine Capital Holdings LLC | New York | $775 million | 4 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Safanad Inc. 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.