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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

MASTERWORKS ADVISERS, LLC

CRD 324239

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:102527ca-5762-99da-eaff-f82ed12b1f62

Data as of Jul 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 38
Dated events: 21
On other graphs: 0
Observed: Dec 9, 2022 to Jul 29, 2026
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $8.1MItem 5.F on the latest filing (2026-07-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $507,638
Private client RAUM: $8.1MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 13
RAUM per advisor: $620,305derivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 13
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,045
Individual clients: 775
High net worth clients: 270
Custody, client assets: $0
SEC number: 801-127158
CRD: 324239
Filings on the tape: 20
First filed: Dec 9, 2022
Latest filed: Jul 29, 2026
Organised: Limited Liability Company, DE
Website: masterworks.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL DONLAN DELPOZZO	n/a	NEW YORK, NY	3	33	2	no
Kevin Edward Cox	n/a	NEW YORK, NY	3	21	3	no
ERIK G BRINGSJORD	n/a	Stamford, CT \| NEW YORK, NY	3	13	2	no
CONNOR DOUGLAS LEAVELL	n/a	NEW YORK, NY	3	13	1	no
DANIEL JOSEPH DELANEY	n/a	NEW YORK, NY	3	10	1	no
CANDY DENISE Miles	n/a	NEW YORK, NY	3	12	1	no
MICHAEL DOUGLAS STRANG	n/a	NEW YORK, NY	3	11	1	no
Henry Edmund Peelle	n/a	NEW YORK, NY	2	14	n/a	no
CHRISTOPHER CHARLES WHITE	n/a	NEW YORK, NY	2	12	n/a	no
Abraham Luciano	n/a	NEW YORK, NY	2	13	n/a	no
ANISHA KIRAN MITTAL	n/a	NEW YORK, NY	1	10	n/a	no
James Albert Cifelli	n/a	NEW YORK, NY	0	11	n/a	no
DANIEL J BUSSICULO	n/a	NEW YORK, NY	0	19	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LYNN FAMILY TRUST 001 (F/K/A JAMES WILLIAM LYNN, JR. 2015 TRUST)	Shareholder	E	yes	04/2018	Jul 30, 2024	Dec 5, 2024
Lynn, Scott	INVESTMENT ADVISER TO THE TRUST	F	yes	08/2015	Dec 9, 2022	Dec 5, 2024
MASTERWORKS INVESTOR SERVICES, LLC	MEMBER - ORDINARY MEMBERSHIP INTERESTS	E	yes	11/2022	Dec 9, 2022	Dec 5, 2024
MASTERWORKS, LLC	Member	E	yes	03/2018	Jun 23, 2023	Dec 5, 2024
COMMONWEALTH TRUST COMPANY	Trustee	F	no	04/2018	Jul 30, 2024	Dec 5, 2024
ELDER, TOFIQUE, MOHAMMED	HEAD OF FINANCE	Na	no	11/2024	Nov 22, 2024	Dec 5, 2024
Krasnick, Nathan	PORTFOLIO MANAGER	Na	no	03/2024	Mar 29, 2024	Dec 5, 2024
MOXON, JENNIFER	CHIEF COMPLIANCE OFFICER	Na	no	05/2023	Jun 23, 2023	Dec 5, 2024
Zinn, Gabriel, Bridges	HEAD OF ADVISORY	Na	no	09/2023	Oct 18, 2023	Dec 5, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MASTERWORKS ADMINISTRATIVE SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a
MASTERWORKS DIVERSIFIED ART PORTFOLIO GP, LLC	n/a	n/a	n/a	N	yes	n/a
MASTERWORKS, LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 30, 2026	$8.1M	$507,638	13	13	n/a	n/a
2024	Apr 2, 2025	$31.1M	$29.4M	19	17	n/a	n/a
2023	Mar 29, 2024	$37.2M	$30.5M	40	20	n/a	n/a
2022	Mar 28, 2023	$0	$0	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	7.7%	0	1	0	8	13

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$8.1M	$31.1M	-74.1%	$0	n/a	13	19	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ARETE WEALTH ADVISORS, LLC	3	Jun 29, 2023	Jun 30, 2023	CHICAGO, IL	Team lift out	Other	2.3%
ARETE WEALTH ADVISORS, LLC	11	Jun 29, 2023	Jun 26, 2023	NEW YORK, NY	Team lift out	Other	8.5%

Relationships

Registered with (27)

← DANIEL J BUSSICULOAdvisorregistration: current employment
Jun 1, 2026 to presentfactForm ADV
← James Albert CifelliAdvisorregistration: current employment
Mar 3, 2026 to presentfactForm ADV
← ANISHA KIRAN MITTALAdvisorregistration: current employment
Aug 28, 2025 to presentfactForm ADV
← Abraham LucianoAdvisorregistration: current employment
Jun 11, 2024 to presentfactForm ADV
← CHRISTOPHER CHARLES WHITEAdvisorregistration: current employment
Feb 5, 2024 to presentfactForm ADV
← Henry Edmund PeelleAdvisorregistration: current employment
Dec 7, 2023 to presentfactForm ADV
← MICHAEL DOUGLAS STRANGAdvisorregistration: current employment
Jun 26, 2023 to presentfactForm ADV
← MICHAEL DONLAN DELPOZZOAdvisorregistration: current employment
Jun 23, 2023 to presentfactForm ADV
← Kevin Edward CoxAdvisorregistration: current employment
Jun 23, 2023 to presentfactForm ADV
← ERIK G BRINGSJORDAdvisorregistration: current employment
Jun 23, 2023 to presentfactForm ADV
← CONNOR DOUGLAS LEAVELLAdvisorregistration: current employment
Jun 23, 2023 to presentfactForm ADV
← DANIEL JOSEPH DELANEYAdvisorregistration: current employment
Jun 23, 2023 to presentfactForm ADV
← CANDY DENISE MilesAdvisorregistration: current employment
Jun 23, 2023 to presentfactForm ADV
← Evan Cristofer McMannAdvisorregistration: previous registration
Jun 23, 2023 to Jun 29, 2026factForm ADV
← Robert Fredricks EpesAdvisorregistration: previous registration
Nov 3, 2023 to Sep 23, 2024factForm ADV
← Alec Michael McKennaAdvisorregistration: previous registration
Jun 30, 2023 to Sep 23, 2024factForm ADV
← Dennis Oleg AbramovAdvisorregistration: previous registration
Nov 8, 2023 to Sep 23, 2024factForm ADV
← SERGE AKOPYANAdvisorregistration: previous registration
Jun 23, 2023 to Sep 11, 2024factForm ADV
← Chad Justin MinickAdvisorregistration: previous registration
Jun 23, 2023 to Sep 10, 2024factForm ADV
← Alexander Earl KayeAdvisorregistration: previous registration
May 14, 2024 to Jul 26, 2024factForm ADV
← Joseph Michael ScuttsAdvisorregistration: previous registration
Dec 7, 2023 to Jun 11, 2024factForm ADV
← Andrei Emanuel PetreAdvisorregistration: previous registration
Jan 12, 2024 to Mar 21, 2024factForm ADV
← SANCHIT SHARMAAdvisorregistration: previous registration
Nov 14, 2023 to Feb 28, 2024factForm ADV
← Austin TannerAdvisorregistration: previous registration
Jan 12, 2024 to Feb 28, 2024factForm ADV
← MATTHEW ERIC STOCKBURGERAdvisorregistration: previous registration
Jun 23, 2023 to Dec 1, 2023factForm ADV
← Griffin W MorganAdvisorregistration: previous registration
Jun 23, 2023 to Dec 1, 2023factForm ADV
← Hunter Christian AgerAdvisorregistration: previous registration
Jun 23, 2023 to Aug 4, 2023factForm ADV

Owns (5)

← MOXON, JENNIFEROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 23, 2023 to Dec 5, 2024factForm ADV
← Zinn, Gabriel, BridgesOwnerHEAD OF ADVISORY, ownership code NA, individual
Oct 18, 2023 to Dec 5, 2024factForm ADV
← Krasnick, NathanOwnerPORTFOLIO MANAGER, ownership code NA, individual
Mar 29, 2024 to Dec 5, 2024factForm ADV
← ELDER, TOFIQUE, MOHAMMEDOwnerHEAD OF FINANCE, ownership code NA, individual
Nov 22, 2024 to Dec 5, 2024factForm ADV
← COMMONWEALTH TRUST COMPANYOwnerTRUSTEE, ownership code F, domestic entity
Jul 30, 2024 to Dec 5, 2024factForm ADV

Controls (4)

← Lynn, ScottOwnerINVESTMENT ADVISER TO THE TRUST, ownership code F, individual
Dec 9, 2022 to Dec 5, 2024factForm ADV
← LYNN FAMILY TRUST 001 (F/K/A JAMES WILLIAM LYNN, JR. 2015 TRUST)OwnerSHAREHOLDER, ownership code E, domestic entity
Jul 30, 2024 to Dec 5, 2024factForm ADV
← MASTERWORKS INVESTOR SERVICES, LLCOwnerMEMBER - ORDINARY MEMBERSHIP INTERESTS, ownership code E, domestic entity
Dec 9, 2022 to Dec 5, 2024factForm ADV
← MASTERWORKS, LLCOwnerMEMBER, ownership code E, domestic entity
Jun 23, 2023 to Dec 5, 2024factForm ADV

Moved with (1)

← ARETE WEALTH ADVISORS, LLCRegistered adviser3 advisors, team lift out
Jun 29, 2023 to Jun 30, 2023factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 29, 2026
Advisor changed firm
Evan Cristofer Mcmann left Masterworks Advisers, Llc for Raymond James Financial Services Advisors, Inc (registered 2026-08-13)
Form ADVobserved 6 days ago
Occurred
Sep 23, 2024
Advisor changed firm
Dennis Oleg Abramov left Masterworks Advisers, Llc for Fisher Investments (registered 2024-10-21)
Form ADVobserved 6 days ago
Occurred
Sep 23, 2024
Advisor changed firm
Alec Michael Mckenna left Masterworks Advisers, Llc for Gables Capital Management, Inc. (registered 2025-01-14)
Form ADVobserved 6 days ago
Occurred
Sep 23, 2024
Advisor changed firm
Robert Fredricks Epes left Masterworks Advisers, Llc for Retirable (registered 2026-01-27)
Form ADVobserved 6 days ago
Occurred
Sep 11, 2024
Advisor changed firm
Serge Akopyan left Masterworks Advisers, Llc for Fidelity Personal And Workplace Advisors (registered 2024-10-07)
Form ADVobserved 6 days ago
Occurred
Sep 10, 2024
Advisor changed firm
Chad Justin Minick left Masterworks Advisers, Llc for Wells Fargo Advisors (registered 2025-08-19)
Form ADVobserved 6 days ago
Occurred
Jul 26, 2024
Advisor changed firm
Alexander Earl Kaye left Masterworks Advisers, Llc for Ubs Financial Services Inc. (registered 2024-10-10)
Form ADVobserved 6 days ago
Occurred
Jun 11, 2024
Advisor changed firm
Joseph Michael Scutts left Masterworks Advisers, Llc for Edward Jones (registered 2024-05-10)
Form ADVobserved 6 days ago
Occurred
Mar 21, 2024
Advisor changed firm
Andrei Emanuel Petre left Masterworks Advisers, Llc for Orion Portfolio Solutions, Llc (registered 2024-10-23)
Form ADVobserved 6 days ago
Occurred
Feb 28, 2024
Advisor changed firm
Sanchit Sharma left Masterworks Advisers, Llc for Fidelity Personal And Workplace Advisors (registered 2024-10-01)
Form ADVobserved 6 days ago
Occurred
Feb 28, 2024
Advisor changed firm
Austin Tanner left Masterworks Advisers, Llc for J.P. Morgan Securities Llc (registered 2024-04-15)
Form ADVobserved 6 days ago
Occurred
Dec 1, 2023
Advisor changed firm
Griffin W Morgan left Masterworks Advisers, Llc for Lido (registered 2024-05-14)
Form ADVobserved 6 days ago
Occurred
Dec 1, 2023
Advisor changed firm
Matthew Eric Stockburger left Masterworks Advisers, Llc for Q3 Advisors, Llc (registered 2024-04-10)
Form ADVobserved 6 days ago
Occurred
Oct 18, 2023
Control person left
Stuart Nigel Glenday (Chief Executive Officer And Chief Financial Officer) no longer on Schedule A of Masterworks Advisers, Llc (listed 2023-07-25, absent 2023-10-18)
Form ADVobserved 6 days ago
Occurred
Oct 18, 2023
Control person left
Ben Joshua Goldstein (Chief Legal Officer) no longer on Schedule A of Masterworks Advisers, Llc (listed 2023-07-25, absent 2023-10-18)
Form ADVobserved 6 days ago
Occurred
Aug 4, 2023
Advisor changed firm
Hunter Christian Ager left Masterworks Advisers, Llc for Goldman Sachs Wealth Services, L.P. (registered 2023-08-22)
Form ADVobserved 6 days ago
Occurred
Jun 29, 2023
Team lift-out
3 advisors left Arete Wealth Advisors, LLC (Chicago, IL) for Masterworks Advisers, LLC within 4 days
Form ADVobserved 5 days ago
3 advisors
Occurred
Jun 29, 2023
Team lift-out
11 advisors left Arete Wealth Advisors, LLC (New York, NY) for Masterworks Advisers, LLC within 7 days
Form ADVobserved 5 days ago
11 advisors
Occurred
Dec 9, 2022
First Form ADV filing
Masterworks Advisers, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Show 2 bookkeeping events

Occurred
Apr 2, 2025
Masterworks Advisers, Llc reported 18 state-registered advisory representatives, down from 33 (2024-12-05 to 2025-04-02)
Occurred
Jun 23, 2023
Masterworks Advisers, Llc reported 32 state-registered advisory representatives, up from 0 (2023-03-28 to 2023-06-23)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:102527ca-5762-99da-eaff-f82ed12b1f62
First observed: Dec 9, 2022
Last observed: Jul 29, 2026 54 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MASTERWORKS ADVISERS, LLC

CRD 324239

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:102527ca-5762-99da-eaff-f82ed12b1f62

Data as of Jul 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:26 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL DONLAN DELPOZZO

n/a

NEW YORK, NY

Kevin Edward Cox

n/a

NEW YORK, NY

ERIK G BRINGSJORD

n/a

Stamford, CT | NEW YORK, NY

CONNOR DOUGLAS LEAVELL

n/a

NEW YORK, NY

DANIEL JOSEPH DELANEY

n/a

NEW YORK, NY

CANDY DENISE Miles

n/a

NEW YORK, NY

MICHAEL DOUGLAS STRANG

n/a

NEW YORK, NY

Henry Edmund Peelle

n/a

NEW YORK, NY

n/a

CHRISTOPHER CHARLES WHITE

n/a

NEW YORK, NY

n/a

Abraham Luciano

n/a

NEW YORK, NY

n/a

ANISHA KIRAN MITTAL

n/a

NEW YORK, NY

n/a

James Albert Cifelli

n/a

NEW YORK, NY

n/a

DANIEL J BUSSICULO

n/a

NEW YORK, NY

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LYNN FAMILY TRUST 001 (F/K/A JAMES WILLIAM LYNN, JR. 2015 TRUST)

Shareholder

yes

04/2018

Jul 30, 2024

Dec 5, 2024

Lynn, Scott

INVESTMENT ADVISER TO THE TRUST

yes

08/2015

Dec 9, 2022

Dec 5, 2024

MASTERWORKS INVESTOR SERVICES, LLC

MEMBER - ORDINARY MEMBERSHIP INTERESTS

yes

11/2022

Dec 9, 2022

Dec 5, 2024

MASTERWORKS, LLC

Member

yes

03/2018

Jun 23, 2023

Dec 5, 2024

COMMONWEALTH TRUST COMPANY

Trustee

04/2018

Jul 30, 2024

Dec 5, 2024

ELDER, TOFIQUE, MOHAMMED

HEAD OF FINANCE

11/2024

Nov 22, 2024

Dec 5, 2024

Krasnick, Nathan

PORTFOLIO MANAGER

03/2024

Mar 29, 2024

Dec 5, 2024

MOXON, JENNIFER

CHIEF COMPLIANCE OFFICER

05/2023

Jun 23, 2023

Dec 5, 2024

Zinn, Gabriel, Bridges

HEAD OF ADVISORY

09/2023

Oct 18, 2023

Dec 5, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MASTERWORKS ADMINISTRATIVE SERVICES, LLC

n/a

yes

n/a

MASTERWORKS DIVERSIFIED ART PORTFOLIO GP, LLC

n/a

yes

n/a

MASTERWORKS, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$8.1M

$507,638

n/a

2024

Apr 2, 2025

$31.1M

$29.4M

n/a

2023

Mar 29, 2024

$37.2M

$30.5M

n/a

2022

Mar 28, 2023

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

7.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$8.1M

$31.1M

-74.1%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ARETE WEALTH ADVISORS, LLC

Jun 29, 2023

Jun 30, 2023

CHICAGO, IL

Team lift out

Other

2.3%

ARETE WEALTH ADVISORS, LLC

Jun 29, 2023

Jun 26, 2023

NEW YORK, NY

Team lift out

Other

8.5%