Fee-OnlyFinder

City Different Investments

% of assets managed in Santa Fe, NM

SEC registeredNo commissions reported

Call (505) 416-4550Send a messageMap ↗

Public-record details

Address
925 Paseo De Peralta, Santa Fe, NM 87501
Phone
(505) 416-4550
Listed under
% of assets managed
Legal name
City Different Holdings LP
CRD number
310982
Registration
SEC registered since 2021-02-08
Compensation (Form ADV 5.E)
Percentage of assets under management; Performance-based fees; Other (As Sponsor of an Etf, Will Share in Etf Profits After Expenses)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management
$244.4 million
Accounts managed
178
Clients reported (Form ADV 5.D)
105
Individual / high-net-worth clients
0 / 100
Employees
16
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-05-31

SEC registered investment adviser, CRD 310982, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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