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Santa Fe Advisors LLC
SANTA FE ADVISORS LLC is an SEC-registered investment adviser in SANTA FE, NM, registered since 2018. The firm manages $116 million in assets, with $113...
Overview
SANTA FE ADVISORS LLC is an SEC-registered investment adviser in SANTA FE, NM, registered since 2018. The firm manages $116 million in assets, with $113 million on a discretionary basis. It has 5 employees and 4 investment advisers. SANTA FE ADVISORS LLC was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-27, it reported 5 employees; 151 advisory accounts; services including Financial planning, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Charitable organizations, High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Santa Fe
Corporate office
Santa Fe, NM, United States
Sector focus
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