Data / Investment advisers / New York / Wembley Strategic Advisory LLC
Wembley Strategic Advisory LLC, New York, NY: $695 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wembley Strategic Advisory LLC is an SEC registered investment adviser with its main office in New York, New York and reports $695 million in regulatory assets under management in its Form ADV filed May 11, 2026. Its clients include high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 6 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 305692
- SEC file number
- 801-117508
- SEC status
- Approved, effective October 18, 2019
- Main office
- 6 St. John's Lane, New York, NY 10013
- Phone
- (212) 495-9806
- Regulatory AUM
- $695,200,453 in the Form ADV filed May 11, 2026
- Discretionary AUM
- $408,691,260
- Non discretionary AUM
- $286,509,193
- Accounts
- 35
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees
- Private funds
- 6: 6 other private funds
- Gross assets of private funds
- $12,786,833
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 11, 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 | 5 | $682.4 million |
| Pooled investment vehicles | 6 | $12.8 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 | $695.2 million | March 30, 2026 |
| December 1, 2025 | $662.8 million | March 31, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Aisling Capital Management LP | New York | $716.4 million | 2 | adviserinfo.sec.gov |
| Grant Avenue Capital LLC | New York | $716.1 million | 8 | adviserinfo.sec.gov |
| Davern Capital Partners, LP | New York | $715.1 million | 1 | adviserinfo.sec.gov |
| Covision Advisors LLC | New York | $708.4 million | 2 | adviserinfo.sec.gov |
| Maltese Capital Management, LLC | New York | $695.7 million | 5 | adviserinfo.sec.gov |
| Moneda USA, Inc. | New York | $694 million | Not listed | adviserinfo.sec.gov |
| Park Road Partners LP | New York | $691.3 million | 3 | adviserinfo.sec.gov |
| Newpoint Real Estate Investment Management LLC | New York | $690.1 million | Not listed | 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 high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Wembley Strategic Advisory 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.