N10° Assets
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 342185
- Registered since
- June 1, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
N10° Assets is a limited liability company that registered with the SEC in 2026 as a newly formed investment adviser. The firm describes its primary advisory activity as portfolio management for individuals and small businesses. Its stated fee model combines a percentage-of-AUM component with performance-based fees. N10° Assets identifies itself as an active ESG investor and is organized as a domestic entity with individual ownership. The firm is marked as unclassified and is not listed as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Karo Lokmanyan
Executive Director and COOCRD 5607299
Andrew Urbanski
Chief Investment Officer and Managing PartnerCRD 5316404
Adam Urbanski
Chief Executive OfficerCRD 8282010
Contacts
2 of 2
Elizabeth Lynch
Associate Vice PresidentCRD 6452620
Lauren Urbanski
Partner, Vice PresidentCRD 7399534
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$26.6M in ETFs
22%
$5.7M
79%
$20.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ANGEL OAK INCOME ETF (CARY) | Angel Oak | Active | Multisector Bond | $20.9M | 1,006,181 | 78.52% |
Location
Greenwich, CT
Fairfield
Location
Greenwich, CT
Headquartered in Greenwich, CT, 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
- Fairfield
- Address
- 5 Greenwich Office Park
- Time zone
- ET (UTC-5)
- Office locations
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