N10 Assets provides portfolio management for individuals and small businesses.
N10 Assets reports 101 clients. They include 92 high-net-worth individuals and 9 individual clients. Of its assets, 100.0% ($307M across 101 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 9% | 1% |
| High-net-worth individuals | 91% | 99% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 9 | $3.3M | 1.1% | $367K |
| High-net-worth individuals | 92 | $304M | 98.9% | $3.3M |
| Total | 101 | $307M | 100% | $3.04M |
- Clients
- 9
- Regulatory AUM
- $3.3M
- AUM share
- 1.1%
- Avg. per client
- $367K
- Clients
- 92
- Regulatory AUM
- $304M
- AUM share
- 98.9%
- Avg. per client
- $3.3M
Total
- Clients
- 101
- Regulatory AUM
- $307M
- AUM share
- 100%
- Avg. per client
- $3.04M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
N10 Assets is paid through a percentage of assets under management and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
N10 Holdings, LLC owns 75% or more of N10 Assets and is in turn owned by Andromeda, Inc. (75% or more). Adam Urbanski is CEO; the leadership team includes Chief Investment Officer Andrew Urbanski and Chief Compliance Officer Lauren Urbanski. It has 5 employees.
Leadership
- Adam UrbanskiChief Executive Officer
- Lauren UrbanskiChief Compliance Officer & Chief Administrative Officer
- Karo LokmanyanChief Operations Officer
Andrew UrbanskiChief Investment Officer/Managing Member
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Karo Lokmanyan
- Elizabeth Jean Lynch
- Andrew D. Urbanski
- Lauren N Urbanski
Staff
- 5 employees
- 5 in advisory functions
- 4 state-registered reps
- 1 insurance agent
- Owns 75% or more of N10 Assets, LLC.
N10 Holdings, LLC
Control person · since May 2026
- Owns 75% or more of N10 Holdings, LLC
Andromeda, Inc.
Control person · since May 2026
Besides its headquarters, N10 Assets has 0 offices, with 1 listed address in Connecticut.
Connecticut · 1 listed address
- 5 Greenwich Office Park, Suite 100, GreenwichHQ
Contact and registration details
- Legal name
- N10 Assets, LLC.
- Headquarters
- 5 Greenwich Office Park, Suite 100, Greenwich, CT 06831
- Website
- n10assets.com
- Phone
- 203-930-2880
- @n10-assets
- SEC file
- 801-136309
- Structure
- Delaware LLC
- Fiscal year end
- December
N10 Assets uses Folio Investments ($307M) as custodian for its separately managed accounts. N10 Assets does not have custody of client assets.
- Folio InvestmentsFolio Investments, Inc. · New York, NY · $307M100%
At year end, N10 Assets’ separately managed accounts were mostly in stocks (99%). Its reported 13F holdings for the quarter ended 30 June 2026 total $231M across 34 positions; the largest are Vertiv Holdings CO (8.6%), Taiwan Semiconductor Mfg Ltd (8.3%) and Nvidia Corporation (8.1%).
What the accounts hold
- Stocks99%
- Cash1%
Reported 13F holdings
- $231M
- Reported 13F value
- 34
- Positions
- 61.0%
- In the 10 largest
- —
- Value vs. prior quarter
- Vertiv Holdings CO · Com CL A8.6%
- Taiwan Semiconductor Mfg Ltd · Sponsored ADS8.3%
- Nvidia Corporation8.1%
- Amazon Com Inc.6.8%
- Lam Research Corp.6.3%
- Alphabet Inc. · Cap Stk CL A5.1%
- Sandisk Corp.5.1%
- Marvell Technology Inc.5.0%
- GE Vernova Inc.4.1%
- Meta Platforms Inc. · CL A3.7%
Together, the ten largest are 61.0% of reported value.
How many clients does N10 Assets have?
N10 Assets has 101 clients and manages $307 million for them, as of August 2026. They include 92 high-net-worth individuals and 9 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 August 2026
What services does N10 Assets offer?
N10 Assets provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does N10 Assets use?
N10 Assets’ separately managed account assets are held at Folio Investments, Inc. (New York, NY), with $307M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 August 2026
How many financial advisors does N10 Assets have?
N10 Assets has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does N10 Assets invest in?
At the end of its last fiscal year, N10 Assets’ separately managed accounts held 99% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns N10 Assets?
N10 Assets is owned through a holding company by Andromeda, Inc. Its direct owner is N10 Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 August 2026
How does N10 Assets get paid?
N10 Assets is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is N10 Assets registered with the SEC?
Yes, N10 Assets has been registered with the SEC as an investment adviser since 1 June 2026. Its CRD number is 342185 and its SEC file number is 801-136309.
Source: Form ADV Part 1A, Item 1, filed 21 August 2026; IAPD firm record
How do I contact N10 Assets?
N10 Assets’ main office is at 5 Greenwich Office Park, Suite 100, Greenwich, CT 06831. Its phone number is 203-930-2880. Its website is n10assets.com.