Integra Global Advisors LLC (Stamford)

Integra Global Advisors LLC is a large advisory firm based in Stamford. It manages $435.13 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Connecticut.

Integra Global Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Integra Global Advisors: assets under management

The assets under management (AUM) of Integra Global Advisors LLC is $435.13 million. The firm's AUM has grown by 109% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $182.19 million in discretionary accounts and $252.94 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $20.24 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $126.47 million.

Investments

The firm invests in pooled investment vehicles the most. They account for 50% of the total AUM. The second-largest asset type is exchange traded securities, which make up 24% of the firm’s portfolio. Investments in cash and cash equivalents form 16% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Integra Global Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Integra Global Advisors serves?

The firm provides services to charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Integra Global Advisors is high net worth individuals with 8 clients and $162.44 million of assets under management. Among the 12 most similar advisory firms, Integra Global Advisors has the 3rd lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $435.13 million for 11 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Integra Global Advisors doesn't advise any private funds.

Careers at Integra Global Advisors LLC

The company employs 6 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeremy Shaw	Member	1 Jan 2017	Other	2800935
Gil Mark Orbach	Managing member & chief compliance officer	1 Jan 2017	75% - 100%	4456457
Gil M. Orbach	Managing member & chief compliance officer	1 Jan 2017	75% - 100%	4456457

Based in Stamford

The principal office where Integra Global Advisors LLC performs its advisory services is located at 243 Tresser Boulevard 17 Th Floor, Stamford, CT 06901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (203) 355-3942 or by fax (203) 355-3911. The normal business hours are 9am-6pm on Monday - Friday.