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ISAM FUNDS (USA) LLC

BOCA RATON, FL · CRD 307934 · IAPD ↗ · isamfunds.com · +1 212 561 1200

$5.95BRegulatory AUM
3Advisory reps
69Employees
2Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
October 2026 — ISAM FUNDS (USA) LLC reported RAUM up 127% ($2.63B -> $5.95B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
October 2024 — ISAM FUNDS (USA) LLC crossed $1B in regulatory AUM ($259.7M -> $2.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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