Blue Horizon Equity, INC.: new SEC registration, $746M AUM, Pittsford, NY
Blue Horizon Equity, INC. (Pittsford, New York): new SEC registration, $746M AUM, Pittsford, NY. Its amount of 746 is top-decile (92nd percentile of 1,149 records). Dated 182 days ago, it serves as a historical benchmark. Score 55/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 746 · 92th percentile of 1,149 NewRiaPulse records · 5.6x the median
Free preview: all 11 published fields of this record are shown below. Locked: 177 related NY NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Blue Horizon Equity, INC. |
| Legal name | Blue Horizon Equity, INC. |
| CRD | 341095 |
| Status | Approved |
| Registered with the SEC | 2026-05-06 |
| Latest Form ADV filing | 2026-09-15 |
| Location | Pittsford, NY, United States |
| Regulatory AUM | $745,938,696 |
| Accounts | 2002 |
| Employees | 45 |
| Website | https://www.abelwealthmanagement.com |
| amount percentile | 92th of 1,149 (median 134, 5.6x median) |
| Peer records CSV (178 NY records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-05-06
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NY first): Park Square Capital USA LP · Silver Rock Capital Partners · Alesco Advisors, LLC, An Esl Company · Bonaccord Capital Partners · S3 Capital Advisors LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Blue Horizon Equity, INC. and 178 New York peers
- New York NewRiaPulse records like this one: 178
- Blue Horizon Equity, INC.'s amount: 92nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New York peer: $35,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
55 / 100 Score
- $746M under management.
- Website on file.
What is the NewRiaPulse record for Blue Horizon Equity, INC. in Pittsford, New York?
Blue Horizon Equity, INC. received SEC registration as an investment adviser (2026-05-06) with $745,938,696 in regulatory assets under management, based in Pittsford, NY.
How does Blue Horizon Equity, INC. compare to other New York NewRiaPulse records?
This is a top-decile record: its amount of 746 is 5.6x the median of 134 across 1,149 records. It is 182 days old; check the official source for later updates before acting.
Blue Horizon Equity, INC. vs. top 2 peers
| Organization | Location | Amount | Percentile | Record date | Compare |
|---|---|---|---|---|---|
| Blue Horizon Equity, INC. | Pittsford, NY | 746 | 92nd | 2026-05-06 | This record |
| Coefficient Capital | New York, NY | 735 | 92nd | 2026-10-01 | Compare Blue Horizon Equity, INC. vs Coefficient Capital → |
| Dawson Partners | New York, NY | 999 | 94th | 2026-01-08 | View record → |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.