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ID FUNDS ADVISOR LLC

BOCA RATON, FL · CRD 305035 · IAPD ↗ · (561) 462-1200

$260.1MRegulatory AUM
2Advisory reps
12Employees
0Clients
n/aPlanning clients
41Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2026 — ID FUNDS ADVISOR LLC (BOCA RATON, FL) left the SEC roster (was $260.1M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
48
April 2025 — ID FUNDS ADVISOR LLC reported RAUM up 30% ($213.0M -> $276.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2024 — ID FUNDS ADVISOR LLC reported RAUM up 38% ($143.1M -> $198.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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