ADVISORENGINE PORTFOLIO SOLUTIONS INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 336317
- Registered since
- September 30, 2025
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Advisorengine Portfolio Solutions Inc. is a corporation that functions as a capital allocator focused on institutional clients. The firm provides portfolio management for businesses and institutions and engages in the selection of third‑party advisers. It charges fees as a percentage of assets under management and is registered with the SEC (registration recorded in 2025). The firm is not an active ESG investor and does not describe itself as a multi‑state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Non-Exchange Traded Equities4%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
Owners & executives
3 of 6RICHARD CANCRO
CEO and FounderCRD 2174025
CARLY DE DIEGO
Chief Administrative OfficerCRD 4744982
BETH HADDOCK
Chief Legal OfficerCRD 3017772
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 251 W 30th St
- Time zone
- ET (UTC-5)
- Office locations
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