G10 LLC

CRD 322876 · SEC 801-128984

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217 INTERNATIONAL CIRCLE, HUNT VALLEY, MD, 21030, United States

Phone

443-541-2440

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$4.91B

Discretionary AUM

$4.90B

Team

49 total employees; 14 advisory reps

Clients

1-10

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-05-15

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
High net worth individuals	84	$83.9M
Pooled investment vehicles	16	$4.77B
Charitable organizations	6	$1.1M
Corporations/business entities	31	$1.6M

States served

All web addresses on file

https://www.linkedin.com/company/knollwood-investment-advisory
https://www.kwiadvisory.com/

Official SEC filing: View on IAPD