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S••••• C•••••• L••

Independent wealth managerSEC-registered· Istanbulwebsite

Independent wealth manager, based in Istanbul, reporting $72.0M of regulatory assets.

Composed from this adviser's Form ADV classification, location and filed figures.

Regulatory AUM
$72.0M
Advisors
0
RAUM change, 1 year
+19%
Private clients
100%
of RAUM, $72.0M
See where advisers wentSee teams that moved
More
AdvisorsWhere the RAUM sits
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Nothing material in the last 180 days. Last change: 4 Mar 2026, RAUM $60.7M to $72M (+18.7%) on the Form ADV filed 4 Mar 2026, while advisors on the filing held at 1.

Every filed figure, and the identifiersCRD 282156 · SEC 801-107311 · 16 filingsShow
CRD 282156SEC 801-107311First filing on the tape Feb 16, 2016, latest Mar 4, 2026SEC status approved since Mar 7, 2016IAPD
RAUM
$72.0M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$72.0M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
Not computed
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
16 filings and snapshots on the tape

RAUM +19% a year over three years · the tape starts Feb 16, 2016

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow
RAUM$72.0M as of Mar 4, 2026
Mar 2, 2017$21.0M then
HNW client RAUM$72.0M as of Mar 4, 2026
Feb 2, 2018$25.3M then
State-registered IARs (5.B.3)1 as of Mar 4, 2026
Mar 2, 20171 then
Employees (5.A)1 as of Mar 4, 2026
Mar 2, 20171 then
Private funds: no history
RAUM +19% over the last fiscal year+19% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Mar 4, 2026; every figure names its basis
Archetypes
The rule behind each archetype, and every derived figure1 ruleShow
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office, and at most 25 employees (Item 5.A)
RAUM per advisor
$72.0MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
62derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.2MderivedHNW RAUM over HNW clients
Average account
$1.1MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 office incl. principal (1.F.5)
RAUM growth, one year
+19%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
-8.8%derived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing

100% high-net-worth individuals, 0.1% corporations and businesses

The breakdown by client type, and the client counts2 client typesShow
  • High-net-worth individuals$72.0M100%
  • Corporations and businesses$62,0000.1%
Individual clients
0reported
HNW clients
62reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
64reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
RAUM: 100% private clients, 0% pooled funds, 0% institutions; no related broker-dealer; no related bankderived
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Advisors registered through the firm
      0 on IAPD today; the longest tenured first
      No representative is registered through this CRD on IAPD.
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Y••••••• B••••• N•• · Managing Member & Chief Compliance Officercontrol
        since 03/2014 · owns 75% or more
      Who runs the funds
      related persons named most often on the Form D filings of the firm's funds
      No Form D related person is on record for this firm's funds.
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 69 to 64
        Mar 26, 2025 to Mar 4, 2026
      • Corporate clients · 1 to 2
        Mar 26, 2025 to Mar 4, 2026
      • HNW clients · 68 to 62
        Mar 26, 2025 to Mar 4, 2026
      • Discretionary RAUM · $60.7M to $72.0M
        Mar 26, 2025 to Mar 4, 2026
      • HNW RAUM · $60.0M to $72.0M
        Mar 26, 2025 to Mar 4, 2026
      Full history · 76 changes
      • RAUM · $60.7M to $72.0M
        Mar 26, 2025 to Mar 4, 2026
      • Accounts · 63 to 69
        Mar 27, 2024 to Mar 26, 2025
      • HNW clients · 62 to 68
        Mar 27, 2024 to Mar 26, 2025
      • Financial planning clients · unset to
        Mar 27, 2024 to Mar 26, 2025
      • HQ city · unset to ISTANBUL
        Mar 27, 2024 to Mar 26, 2025
      • HQ state · unset to
        Mar 27, 2024 to Mar 26, 2025
      • Discretionary RAUM · $48.1M to $60.7M
        Mar 27, 2024 to Mar 26, 2025
      • HNW RAUM · $47.2M to $60.0M
        Mar 27, 2024 to Mar 26, 2025
      • RAUM · $48.1M to $60.7M
        Mar 27, 2024 to Mar 26, 2025
      • Accounts · 59 to 63
        Jun 1, 2023 to Mar 27, 2024
      • HNW clients · 58 to 62
        Jun 1, 2023 to Mar 27, 2024
      • Discretionary RAUM · $42.6M to $48.1M
        Jun 1, 2023 to Mar 27, 2024
      • HNW RAUM · $41.5M to $47.2M
        Jun 1, 2023 to Mar 27, 2024
      • RAUM · $42.6M to $48.1M
        Jun 1, 2023 to Mar 27, 2024
      • Accounts · 44 to 59
        Jun 9, 2022 to Jun 1, 2023
      • HNW clients · 41 to 58
        Jun 9, 2022 to Jun 1, 2023
      • Discretionary RAUM · $29.1M to $42.6M
        Jun 9, 2022 to Jun 1, 2023
      • HNW RAUM · $28.0M to $41.5M
        Jun 9, 2022 to Jun 1, 2023
      • RAUM · $29.1M to $42.6M
        Jun 9, 2022 to Jun 1, 2023
      • Advisory activities · 1 to 2
        Apr 15, 2021 to Jun 9, 2022
      • Corporate clients · 0 to 1
        Apr 15, 2021 to Jun 9, 2022
      • HNW clients · 44 to 41
        Apr 15, 2021 to Jun 9, 2022
      • Discretionary RAUM · $31.1M to $29.1M
        Apr 15, 2021 to Jun 9, 2022
      • HNW RAUM · $31.1M to $28.0M
        Apr 15, 2021 to Jun 9, 2022
      • RAUM · $31.1M to $29.1M
        Apr 15, 2021 to Jun 9, 2022
      • Accounts · 43 to 44
        Jun 29, 2020 to Apr 15, 2021
      • HNW clients · 43 to 44
        Jun 29, 2020 to Apr 15, 2021
      • Discretionary RAUM · $28.0M to $31.1M
        Jun 29, 2020 to Apr 15, 2021
      • HNW RAUM · $28.0M to $31.1M
        Jun 29, 2020 to Apr 15, 2021
      • RAUM · $28.0M to $31.1M
        Jun 29, 2020 to Apr 15, 2021
      • Accounts · 40 to 43
        Mar 15, 2019 to Mar 19, 2020
      • HNW clients · 40 to 43
        Mar 15, 2019 to Mar 19, 2020
      • Discretionary RAUM · $26.0M to $28.0M
        Mar 15, 2019 to Mar 19, 2020
      • HNW RAUM · $26.0M to $28.0M
        Mar 15, 2019 to Mar 19, 2020
      • RAUM · $26.0M to $28.0M
        Mar 15, 2019 to Mar 19, 2020
      • Accounts · 36 to 40
        Feb 2, 2018 to Mar 15, 2019
      • HNW clients · 36 to 40
        Feb 2, 2018 to Mar 15, 2019
      • Discretionary RAUM · $25.3M to $26.0M
        Feb 2, 2018 to Mar 15, 2019
      • HNW RAUM · $25.3M to $26.0M
        Feb 2, 2018 to Mar 15, 2019
      • RAUM · $25.3M to $26.0M
        Feb 2, 2018 to Mar 15, 2019
      • Accounts · 33 to 36
        Nov 21, 2017 to Feb 2, 2018
      • HNW clients · 33 to 36
        Nov 21, 2017 to Feb 2, 2018
      • Discretionary RAUM · $23.7M to $25.3M
        Nov 21, 2017 to Feb 2, 2018
      • HNW RAUM · $23.7M to $25.3M
        Nov 21, 2017 to Feb 2, 2018
      • RAUM · $23.7M to $25.3M
        Nov 21, 2017 to Feb 2, 2018
      • Accounts · 24 to 33
        Mar 2, 2017 to Nov 21, 2017
      • Charity clients · unset to 0.0
        Mar 2, 2017 to Nov 21, 2017
      • Corporate clients · unset to 0.0
        Mar 2, 2017 to Nov 21, 2017
      • HNW clients · unset to 33.0
        Mar 2, 2017 to Nov 21, 2017
      • Individual clients · unset to 0.0
        Mar 2, 2017 to Nov 21, 2017
      • Pension plan clients · unset to 0.0
        Mar 2, 2017 to Nov 21, 2017
      • Pooled vehicle clients · unset to 0.0
        Mar 2, 2017 to Nov 21, 2017
      • Other offices · unset to 0.0
        Mar 2, 2017 to Nov 21, 2017
      • Discretionary RAUM · $21.0M to $23.7M
        Mar 2, 2017 to Nov 21, 2017
      • HNW RAUM · unset to 23700000.0
        Mar 2, 2017 to Nov 21, 2017
      • Individual RAUM · unset to 0.0
        Mar 2, 2017 to Nov 21, 2017
      • Pension RAUM · unset to 0.0
        Mar 2, 2017 to Nov 21, 2017
      • Pooled vehicle RAUM · unset to 0.0
        Mar 2, 2017 to Nov 21, 2017
      • RAUM · $21.0M to $23.7M
        Mar 2, 2017 to Nov 21, 2017
      • Accounts · 23 to 24
        Dec 23, 2016 to Mar 2, 2017
      • Discretionary RAUM · $19.0M to $21.0M
        Dec 23, 2016 to Mar 2, 2017
      • RAUM · $19.0M to $21.0M
        Dec 23, 2016 to Mar 2, 2017
      • Accounts · 19 to 23
        Nov 23, 2016 to Dec 23, 2016
      • Discretionary RAUM · $12.2M to $19.0M
        Nov 23, 2016 to Dec 23, 2016
      • RAUM · $12.2M to $19.0M
        Nov 23, 2016 to Dec 23, 2016
      • Accounts · 14 to 19
        Aug 30, 2016 to Nov 23, 2016
      • Discretionary RAUM · $9.5M to $12.2M
        Aug 30, 2016 to Nov 23, 2016
      • RAUM · $9.5M to $12.2M
        Aug 30, 2016 to Nov 23, 2016
      • Accounts · 0 to 14
        Feb 16, 2016 to Aug 30, 2016
      • Discretionary RAUM · $0 to $9.5M
        Feb 16, 2016 to Aug 30, 2016
      • RAUM · $0 to $9.5M
        Feb 16, 2016 to Aug 30, 2016
      Signals
      2 dated events
      • ••• Locked
        Mar 4, 2026 · ria ownership band change · fact
      • ••• Locked
        Feb 16, 2016 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Website
      ••• Lockedreportedpublic record, Form ADV, Mar 4, 2026
      Principal office phone
      ••• Lockedreportedpublic record, Form ADV, Mar 4, 2026
      Provenance
      Sources, class rule and load dateForm ADV and IAPD, loaded Sep 14, 2026Show
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Independent wealth managerderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      Not computedderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026

      Not yet on record: net advisor flow, 12 months.