Data / Investment advisers / California / Urban Investment Advisors
Urban Investment Advisors, Mill Valley, CA: $2.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Urban Investment Advisors is an SEC registered investment adviser with its main office in Mill Valley, California and reports $2.5 billion in regulatory assets under management in its Form ADV filed June 30, 2026. Its clients include corporations and other businesses, pension and profit sharing plans and other investment advisers. It is paid through a percentage of assets under management, fixed fees and performance based fees.
The request: Watch Urban Investment Advisors (CRD number 222524): 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
- 222524
- SEC file number
- 801-103474
- SEC status
- Approved, effective July 24, 2015
- Legal name
- Urban Investment Advisors, Inc.,
- Main office
- 1 Belvedere Place Suite 200, Mill Valley, CA 94941
- Phone
- (415) 461-8600
- Website
- urbaninv.com
- Regulatory AUM
- $2,451,701,456 in the Form ADV filed June 30, 2026
- Non discretionary AUM
- $2,451,701,456
- Accounts
- 12
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 30, 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 |
|---|---|---|
| Corporations or other businesses | Fewer than 5 | $1.07 billion |
| Pension and profit sharing plans | Fewer than 5 | $918.1 million |
| Other investment advisers | Fewer than 5 | $346.7 million |
| High net worth individuals | Fewer than 5 | $117.3 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 | $2.45 billion | March 9, 2026 |
| December 1, 2025 | $2.56 billion | February 24, 2025 |
Other advisers in Mill Valley
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Aequim Alternative Investments LP | Mill Valley | $8.25 billion | 1 | adviserinfo.sec.gov |
| Cai Manager LP | Mill Valley | $2.18 billion | 13 | adviserinfo.sec.gov |
| Private Wealth Partners, LLC | Mill Valley | $1.92 billion | Not listed | adviserinfo.sec.gov |
| Sivia Capital Partners, LLC | Mill Valley | $1.24 billion | 1 | adviserinfo.sec.gov |
| Violich Capital Management | Mill Valley | $1.04 billion | Not listed | adviserinfo.sec.gov |
| Relevant Wealth Advisors, LLC | Mill Valley | $799 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Mill Valley, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving corporations and other businesses
- Advisers serving pension and profit sharing plans
- Urban Investment Advisors 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.