NOW Asset Management LLC

RIASEC RegisteredEst. 2026
Total AUM
$39.8M
Discretionary
$39.8M
100% of AUM
Avg account
$19.9M
Accounts
2
Employees
3
Advisory reps
2

Firm details

Headquarters
Purchase, New York
CRD number
341388
Registered since
May 8, 2026
Custodians
GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles50.25%
  • Corporations / Businesses49.75%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

NOW Asset Management LLC is a newly formed limited liability company that registered with the SEC in 2026. The firm describes its core advisory activity as portfolio management across three client types: individuals and small businesses, pooled investment vehicles, and businesses or institutional clients. Its reporting class is “Unclassified,” and it does not identify as a capital allocator or pension consultant. NOW Asset Management does not flag itself as an active ESG investor and is not designated as a multistate adviser. Fee arrangements include both a percentage-of-AUM charge and the potential for performance-based fees, indicating room to use incentive-aligned compensation structures alongside traditional asset-based billing.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Derivatives 100%100%
  • Derivatives100%

Contacts

2 of 2
  • Jay Tucker

    CRD 1429037

  • Edward Olanow

    CRD 5032777

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Purchase, NY

Westchester

Location

Purchase, NY

Headquartered in Purchase, 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
Westchester
Address
1 Manhattanville Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth