# NOTE ADVISORS, LLC

NOTE ADVISORS, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** noteadvisor.com
- **LinkedIn:** https://www.linkedin.com/company/noteadvisorsllc

## Regulatory record

- **CRD number:** 171466
- **SEC file number:** 801-79807
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171466

## About

NOTE ADVISORS, LLC is an SEC-registered investment adviser in BUFFALO, NY, registered since 2014. The firm manages $437 million in regulatory assets under management on a discretionary basis. It has 11 employees and 6 investment advisers.

## Questions

### Who runs investment decisions at NOTE ADVISORS, LLC?

No public information identifies the investment decision-makers at NOTE ADVISORS, LLC. The firm's corporate filings list a registered agent, but no principals or investment committee members are named in accessible records. Institutional allocators seeking to engage should request a firm overview directly.

### What investment stages does NOTE ADVISORS, LLC typically target?

No target investment stages have been published by or attributed to NOTE ADVISORS, LLC. There is no public information regarding a focus on venture, growth, buyout, credit, or any other stage. The firm's investment preferences remain unknown.

## Related profiles

- [Affinity Financial Solutions](https://altss.com/profile/affinity-financial-solutions-llc)

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Last updated: 2026-07-11T11:10:16.000Z

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