Overview
Assets Under Management: $244 million
Headquarters: SANTA FE, NM
High-Net-Worth Clients: 100
Average Client Assets: $1.8 million
Frequently Asked Questions
CITY DIFFERENT INVESTMENTS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310982), CITY DIFFERENT INVESTMENTS is subject to fiduciary duty under federal law.
CITY DIFFERENT INVESTMENTS is headquartered in SANTA FE, NM.
CITY DIFFERENT INVESTMENTS serves 100 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, CITY DIFFERENT INVESTMENTS offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CITY DIFFERENT INVESTMENTS manages $244 million in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, CITY DIFFERENT INVESTMENTS serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.51%
Average Client Assets: $1.8 million
Total Client Accounts: 178
Discretionary Accounts: 178
Regulatory Filings
CRD Number: 310982
Filing ID: 2063203
Last Filing Date: 2026-03-06 17:31:17