BUTTONWOOD GROUP ADVISORS LLC
At a Glance
| Total AUM | $240.2M |
| Discretionary | $240.2M100% of AUM |
| Client Accounts | 24 |
| Avg Account Size | $10.0M |
| Employees | 4 |
| Peak AUM | $240.2MFeb 2026 |
| AUM CAGR | 0.0% /yrover 1 yrs · 14 filings |
AUM by Client Type
Total AUM
$240M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $240M | — | — | — | — |
| Discretionary AUM | $240M | — | — | ||
Key Metrics
| Total AUM | $240.2M |
| Discretionary | $240.2M |
| Employees | 4 |
| Client Accounts | 24 |
Contact & Location
Address
1000 RXR PLAZA
UNIONDALE NY 11556
Phone
212-440-9644
Filing History
14 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$240M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Discretionary
Non-Discretionary
Clients
Clients by Type (Latest)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Broker-DealerInvestment Adviser