Wealth manager, independent · Stamford, CT
Integra Global Advisors LLC
SEC-registered investment adviser · CRD 288511 · SEC 801-110720
At a glance
Integra Global Advisors LLC is an SEC-registered investment adviser based in Stamford, Connecticut, with $684 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 44 individual clients. By Form ADV it is a wealth manager, ranked 2,192nd of 8,915 wealth managers and 6,623rd of 17,210 SEC-registered advisers by assets.
Main office 203-266-3942integraga.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $684M
- Rank among wealth managers
- #2,192 of 8,915
- Rank among all SEC RIAs
- #6,623 of 17,210
- Rank in Connecticut
- #261 of 507
- Individual clients
- 44
- High-net-worth clients
- 38
- Accounts
- 56
- Discretionary
- 78% of AUM
- Employees
- 11
- Advisory staff
- 11
- Offices
- 1
Owners and executives on its Form ADV
- John A. SullivanHead of Business Development
- Gil M. OrbachManaging Member
- Jonathan PlumbMember
- Jason R. MalkinChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Integra Global Advisors LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names BA Securities as the broker-dealer its advisers are registered with.
Item 10 - Other Financial Industry Activities and Affiliations Certain of the Adviser’s supervised persons are registered representatives of BA Securities, LLC, which is a broker-dealer registered with the SEC and a member of FINRA.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 38 | $449M | 66% |
| Pension and profit sharing plans | – | $152M | 22% |
| Pooled investment vehicles | 4 | $30M | 4% |
| Charitable organizations | – | $27M | 4% |
| Corporations or other businesses | 4 | $22M | 3% |
| Individuals | 6 | $3M | <1% |
Private funds
Integra Global Advisors LLC reports 4 private funds with $30M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Integra Global Advisors LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗integraga.com ↗
AtlasMembers
The full record on Integra Global Advisors LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 4,572 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Integra Global Advisors LLC manage?
Integra Global Advisors LLC reports $684 million in regulatory assets under management across 56 accounts, 78% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Integra Global Advisors LLC?
Integra Global Advisors LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Integra Global Advisors LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($449 million, 38 clients); pension and profit sharing plans ($152 million); pooled investment vehicles ($30 million, 4 clients).
Does Integra Global Advisors LLC manage private funds?
Yes. It reports 4 private funds with $30 million in gross assets, including private equity funds.
Does Integra Global Advisors LLC have any disciplinary history?
Integra Global Advisors LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Integra Global Advisors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →