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Tekuma Advisors, Inc. (New York)


Tekuma Advisors, Inc. is a large advisory firm based in New York. It manages $960 million of regulatory assets for 174 client accounts. It has been registered with the SEC as an adviser since 2009.

Tekuma Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tekuma Advisors: assets under management

The assets under management (AUM) of Tekuma Advisors, Inc. is $960 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $960 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.52 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tekuma Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
John Michael Shapiro Shareholder 1 Jan 1984 25% - 50% 4342614
Glenn Hank Greenberg Shareholder 1 Jan 1984 25% - 50% 4342620

Based in New York

The principal office where Tekuma Advisors, Inc. performs its advisory services is located at 500 Fifth Avenue, New York, NY 10110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-626-6100 or by fax 212-626-6150. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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