Ikalon Advisors LLC: new SEC registration, $442M AUM, Miami, FL
Ikalon Advisors LLC (Miami, Florida): new SEC registration, $442M AUM, Miami, FL. Its amount of 442 is above the median of 135 (85th percentile). Dated 211 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-11-04, 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: 442 · 85th percentile of 1,225 NewRiaPulse records · 3.3x the median
Free preview: all 10 published fields of this record are shown below. Locked: 121 related FL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Ikalon Advisors LLC |
| Legal name | Ikalon Advisors LLC |
| CRD | 332654 |
| Status | Approved |
| Registered with the SEC | 2026-04-08 |
| Latest Form ADV filing | 2026-08-06 |
| Location | Miami, FL, United States |
| Regulatory AUM | $442,106,381 |
| Accounts | 2 |
| Employees | 2 |
| amount percentile | 85th of 1,225 (median 135, 3.3x median) |
| Peer records CSV (122 FL 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: 2026-04-08
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (FL first): Kare Manager Holdings, L.P. · Sirenia Capital Management LP · Cip Pe Advisors, LLC · Evertern Wealth, LLC · Hobe Mountain Capital Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Ikalon Advisors LLC and 122 Florida peers
- Florida NewRiaPulse records like this one: 122
- Ikalon Advisors LLC's amount: 85th percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Florida peer: $24,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- $442M under management.
What is the NewRiaPulse record for Ikalon Advisors LLC in Miami, Florida?
Ikalon Advisors LLC received SEC registration as an investment adviser (2026-04-08) with $442,106,381 in regulatory assets under management, based in Miami, FL.
How does Ikalon Advisors LLC compare to other Florida NewRiaPulse records?
Its amount of 442 sits in the upper half (85th percentile) of 1,225 records; the median is 135. It is 211 days old; check the official source for later updates before acting.
Ikalon Advisors LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Ikalon Advisors LLC | Miami, FL | 442 | 85th | 2026-04-08 |
| Presidio Group Advisors | Walnut Creek, CA | 439 | 85th | 2026-10-22 |
| Clean Energy Venture Management, LLC | Boston, MA | 416 | 84th | 2026-10-21 |
| New Paradigm Capital Management, LLC | Great Falls, VA | 167 | 61st | 2026-10-16 |
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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.