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NOYES ADVISORS

Business and Investment Profile

The NOYES ADVISORS is a privately held investment adviser that advises $3.97Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. NOYES ADVISORS is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 49.36% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 16.26 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 10201 N ILLINOIS STREET SUITE 450, CARMEL, INDIANA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 29 employees comprised of 9 investment and 20 non-investment staff. The total number of Employees increased by 93.33% over the last 5-years.

Asset Profile

Their $3.97Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 62 other accounts. Assets of Insurance Companies clients own $3.15Bn or 79.21% of Total Assets and Individuals own $216.54mn or 5.45% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Early Stage, representing 100% of total assets, respectively.

Client Profile

They advise 7 types of clients, top clients are Insurance Companies and Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $185.36mn in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

NOYES ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: NOYES ADVISORS

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Keywords: Noyes Advisors, Winthrop Capital Management, Noyes, Winthrop
Generated 2026-09-12T06:48:27.4252899.  © 2026 Convergence.