Asset manager
Twenty-First Tailored Solutions, Inc.
SEC-registered investment adviser · CRD 158381 · SEC 801-72603
At a glance
Twenty-First Tailored Solutions, Inc. is an SEC-registered investment adviser based in United States, with $515 million in regulatory assets under management as of its Form ADV filed January 30, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 21 individual clients. By Form ADV it is a asset manager, ranked 1,663rd of 3,218 asset managers and 7,702nd of 17,210 SEC-registered advisers by assets.
- Regulatory AUM
- $515M
- Rank among asset managers
- #1,663 of 3,218
- Rank among all SEC RIAs
- #7,702 of 17,210
- Individual clients
- 21
- High-net-worth clients
- 21
- Accounts
- 55
- Discretionary
- 0% of AUM
- Employees
- 1
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- Richard K. AinsbergChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Twenty-First Tailored Solutions, Inc. is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed January 2026) names Crito Capital as the broker-dealer its advisers are registered with.
Richard Ainsberg is a registered representative of Crito Capital LLC.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 21 | $254M | 49% |
| Corporations or other businesses | 7 | $139M | 27% |
| Other | 27 | $122M | 24% |
Disciplinary disclosures
Twenty-First Tailored Solutions, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
How it’s paid
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Twenty-First Tailored Solutions, Inc.
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, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,023 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Twenty-First Tailored Solutions, Inc. manage?
Twenty-First Tailored Solutions, Inc. reports $515 million in regulatory assets under management across 55 accounts, on its Form ADV filed January 30, 2026.
What kind of firm is Twenty-First Tailored Solutions, Inc.?
Twenty-First Tailored Solutions, Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Twenty-First Tailored Solutions, Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($254 million, 21 clients); corporations or other businesses ($139 million, 7 clients); other ($122 million, 27 clients).
Does Twenty-First Tailored Solutions, Inc. have any disciplinary history?
Twenty-First Tailored Solutions, Inc. 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 Twenty-First Tailored Solutions, Inc.’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 (2026-01-30), 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 →