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Singleterry Institutional Advisors, LLC (Summit)


Singleterry Institutional Advisors, LLC is a large advisory firm based in Summit. It manages $170 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2002.

Singleterry Institutional Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Singleterry Institutional Advisors: assets under management

The assets under management (AUM) of Singleterry Institutional Advisors, LLC is $170 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 467% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $170 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $85 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Singleterry Institutional Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Summit

The principal office where Singleterry Institutional Advisors, LLC performs its advisory services is located at 57 Union Place, Summit, NJ 07901, 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 908-918-0023 or by fax 908-918-0232. The normal business hours are 9 am to 5 pm on Monday - Friday.


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