N10° Assets
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 342185
- Registered since
- June 1, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI98.92%
- Individuals1.08%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
N10° Assets is structured as a Limited Liability Company that provides portfolio management primarily for individuals and small businesses, with a client focus on individuals and families. The firm reports being an active ESG investor and charges both a percentage-of-assets fee and performance-based fees. N10° Assets became SEC-registered in 2026 and identifies ownership as a combination of a domestic entity and an individual. Their advisory activity centers on discretionary portfolio management rather than institutional pension consulting or capital allocation. The firm is classified outside the standard adviser groupings in the snapshot data; it is not listed as a multi-state adviser.
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
Andrew Urbanski
Chief Investment Officer and Managing PartnerCRD 5316404
Karo Lokmanyan
Executive Director and COOCRD 5607299
Adam Urbanski
Chief Executive OfficerCRD 8282010
Contacts
2 of 2
Lauren Urbanski
Partner, Vice PresidentCRD 7399534
Elizabeth Lynch
Associate Vice PresidentCRD 6452620
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$26.9M in ETFs
21%
$5.7M
79%
$21.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ANGEL OAK INCOME ETF (CARY) | Angel Oak | Active | Multisector Bond | $21.2M | 1,020,304 | 78.69% |
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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