SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Masterworks Advisers, LLC
New York, NY
CRD 324239
Firm filing updated July 29, 2026 ·
- $8.1MAssets
- 1,045Clients
- 13Advisory staff
- 1,045Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals775
- High net worth individuals270
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 775 | $2.4 million |
| High net worth individuals | 270 | $5.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Assets and accounts
- Regulatory assets$8.1 million
- Accounts1,045
- Discretionary$507,638 · 322 accounts
- Non-discretionary$7.6 million · 723 accounts
People
- Employees13
- Advisory staff13
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
9 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 324239, SEC file 801-127158.
- Registered with the SEC as an investment advisor (status date on record: September 7, 2023).
Is Masterworks Advisers, LLC a fiduciary?
Short answer: Masterworks Advisers, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.