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MAKARORA

NEW YORK, NY · CRD 329275 · IAPD ↗ · 646-647-4133

$1.09BRegulatory AUM
12Advisory reps
19Employees
0Clients
0Planning clients
4Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — MAKARORA crossed $1B in regulatory AUM ($353.3M -> $1.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
30
July 2025 — MAKARORA notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
June 2025 — MAKARORA added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
83
May 2025 — MAKARORA (NEW YORK, NY) is newly SEC-registered with $353.3M RAUM and 13 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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