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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

FARTHER ASSET MANAGEMENT, LLC

CRD 325807

SAN FRANCISCO, CA

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:9f5d989e-93b7-0f3c-4ab5-a6b0180b761e

Data as of Aug 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 1
Observed: May 11, 2023 to Aug 13, 2026
11 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Farther Asset Management, LLC

Venture manager · shared crd

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=true related_bank=false bd_reps=0.0
Regulatory AUM: $2.9BItem 5.F on the latest filing (2026-08-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.9B
Private client RAUM: $2.9BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $1.5Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 9,645
Individual clients: 8,914
High net worth clients: 729
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $8.8M
SEC number: 801-128146
CRD: 325807
Filings on the tape: 11
First filed: May 11, 2023
Latest filed: Aug 13, 2026
Organised: Limited Liability Company, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
FARTHER SELECT ACCESS FUND I, LP	n/a	$4.7M	Aug 13, 2026	57	Aug 13, 2026	reported	021-566609
FARTHER SELECT ACCESS FUND II, LP	n/a	$4.1M	Aug 13, 2026	49	Aug 13, 2026	reported	021-566609

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
FARTHER FINANCE, INC	Owner	E	yes	04/2023	Aug 13, 2026	Aug 13, 2026
GENSER, BRADLEY, PHILIP	CHIEF TECHNOLOGY OFFICER	Na	yes	04/2023	Aug 13, 2026	Aug 13, 2026
MATTHEWS, JOSEPH, TAYLOR	MANAGING MEMBER	Na	yes	04/2023	Aug 13, 2026	Aug 13, 2026
POWERS, CHRISTOPHER, COTHER	CHIEF COMPLIANCE OFFICER	Na	yes	04/2023	Aug 13, 2026	Aug 13, 2026
FARTHER FINANANCE, INC.	Owner	E	yes	04/2023	May 11, 2023	Apr 2, 2024
GENSER, BRADLEY, PHILIP	Founder	F	yes	06/2019	May 11, 2023	Apr 2, 2024
MATTHEWS, JOSEPH, TAYLOR	CHIEF EXECUTIVE OFFICER	F	yes	04/2019	May 11, 2023	Apr 2, 2024
Forostenko, Alexander, Anatole	DIRECTOR OF COMPLIANCE	Na	no	08/2026	Aug 13, 2026	Aug 13, 2026
Hoegler, Kevin	DIRECTOR, FAM GROWTH BUSINESS DEVELOPMENT	Na	no	03/2026	Aug 13, 2026	Aug 13, 2026
PANITSAS, NICHOLAS, W	CHIEF INVESTMENT OFFICER	Na	no	09/2025	Aug 13, 2026	Aug 13, 2026

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
FARTHER FINANCE ADVISORS, LLC	n/a	Independent wealth	$16B	N	yes	n/a
FARTHER INSURANCE GROUP, LLC	n/a	n/a	n/a	N	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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 30, 2026	$2.9B	$2.9B	7	5	2	n/a
2024	Mar 29, 2025	$291M	$291M	2	2	n/a	n/a
2023	Mar 29, 2024	$40.2M	$40.2M	2	2	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
0	0	0	0.0%	0	0	0	0	0

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	$2.9B	$291M	899.7%	n/a	n/a	7	2	0	0

Relationships

Registered with (2)

← CHRISTOPHER COTHER POWERSAdvisorregistration: current employment
Sep 8, 2026 to presentfactForm ADV
← JOSEPH TAYLOR MATTHEWSAdvisorregistration: current employment
Jun 27, 2023 to presentfactForm ADV

Affiliated with (2)

← FARTHERRegistered adviserother investment adviser, control, common control
factForm ADV
→ FARTHERRegistered adviserother investment adviser, common control
factForm ADV

Controls (4)

← POWERS, CHRISTOPHER, COTHEROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 11, 2023 to Apr 2, 2024factForm ADV
← MATTHEWS, JOSEPH, TAYLOROwnerCHIEF EXECUTIVE OFFICER, ownership code F, individual
May 11, 2023 to Apr 2, 2024factForm ADV
← GENSER, BRADLEY, PHILIPOwnerFOUNDER, ownership code F, individual
May 11, 2023 to Apr 2, 2024factForm ADV
← FARTHER FINANANCE, INC.OwnerOWNER, ownership code E, domestic entity
May 11, 2023 to Apr 2, 2024factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Farther Asset Management, Llc reported RAUM $2.9B, up 900% from $290.6M (2025-09-16 to 2026-03-30)
Form ADVobserved 5 days ago
$2.6B
Occurred
May 11, 2023
First Form ADV filing
Farther Asset Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9f5d989e-93b7-0f3c-4ab5-a6b0180b761e
First observed: May 11, 2023
Last observed: Aug 13, 2026 39 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.

FARTHER ASSET MANAGEMENT, LLC

CRD 325807

SAN FRANCISCO, CA

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:9f5d989e-93b7-0f3c-4ab5-a6b0180b761e

Data as of Aug 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:07 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

FARTHER SELECT ACCESS FUND I, LP

n/a

$4.7M

Aug 13, 2026

reported

021-566609

FARTHER SELECT ACCESS FUND II, LP

n/a

$4.1M

Aug 13, 2026

reported

021-566609

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FARTHER FINANCE, INC

Owner

yes

04/2023

Aug 13, 2026

GENSER, BRADLEY, PHILIP

CHIEF TECHNOLOGY OFFICER

yes

04/2023

Aug 13, 2026

MATTHEWS, JOSEPH, TAYLOR

MANAGING MEMBER

yes

04/2023

Aug 13, 2026

POWERS, CHRISTOPHER, COTHER

CHIEF COMPLIANCE OFFICER

yes

04/2023

Aug 13, 2026

FARTHER FINANANCE, INC.

Owner

yes

04/2023

May 11, 2023

Apr 2, 2024

GENSER, BRADLEY, PHILIP

Founder

yes

06/2019

May 11, 2023

Apr 2, 2024

MATTHEWS, JOSEPH, TAYLOR

CHIEF EXECUTIVE OFFICER

yes

04/2019

May 11, 2023

Apr 2, 2024

Forostenko, Alexander, Anatole

DIRECTOR OF COMPLIANCE

08/2026

Aug 13, 2026

Hoegler, Kevin

DIRECTOR, FAM GROWTH BUSINESS DEVELOPMENT

03/2026

Aug 13, 2026

PANITSAS, NICHOLAS, W

CHIEF INVESTMENT OFFICER

09/2025

Aug 13, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FARTHER FINANCE ADVISORS, LLC

n/a

Independent wealth

$16B

yes

n/a

FARTHER INSURANCE GROUP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$2.9B

n/a

2024

Mar 29, 2025

$291M

n/a

2023

Mar 29, 2024

$40.2M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.9B

$291M

899.7%

n/a