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SCHONFELD STRATEGIC ADVISORS LLC

NEW YORK, NY · CRD 281984 · IAPD ↗ · 1 (646) 293-0000

$225.25BRegulatory AUM
344Advisory reps
997Employees
0Clients
n/aPlanning clients
39Private funds
12States
1Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — SCHONFELD STRATEGIC ADVISORS LLC shrank from 376 to 344 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2026 — SCHONFELD STRATEGIC ADVISORS LLC added office(s): 16 -> 22 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
April 2026 — SCHONFELD STRATEGIC ADVISORS LLC notice-filed in MA, PA, SC, TN, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — SCHONFELD STRATEGIC ADVISORS LLC reported RAUM up 54% ($146.34B -> $225.25B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2025 — SCHONFELD STRATEGIC ADVISORS LLC reported RAUM up 61% ($91.16B -> $146.34B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — SCHONFELD STRATEGIC ADVISORS LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
56
April 2024 — SCHONFELD STRATEGIC ADVISORS LLC reported RAUM up 58% ($56.94B -> $89.72B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — SCHONFELD STRATEGIC ADVISORS LLC grew from 310 to 376 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.