Twenty-First Tailored Solutions, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$253,894,451
Clients
21
Advisors
1
of 1 employees
About
Twenty-First Tailored Solutions serves high-net-worth individuals, trusts, corporations, and advisors to high-net-worth clients. The firm provides ongoing investment strategy and regular portfolio monitoring for a small group of existing clients and is not accepting new clients.
The firm delivers a specialized short-against-the-box (SATB) strategy and provides only non‑discretionary advice; it makes recommendations about closing box positions but leaves final trading decisions to clients. The SATB approach entails the use of margin and margin‑call monitoring, and the firm conducts daily and monthly reviews tied to margin, interest, and corporate actions.
Unusually for a firm in its category, it operates with a single adviser while managing over $515 million of non‑discretionary assets for roughly 21 clients, reflecting a high AUM per advisor and a concentrated client roster. The firm negotiates fees on a case‑by‑case basis, does not participate in wrap fee programs, maintains limited custody only to facilitate fee withdrawals through its custodian, and has a representative affiliated with a broker‑dealer — a relationship that the brochure notes could present conflicts if clients elect separate brokerage services.
Client services
Expertise
Fee options
Fixed fees negotiated individually with clients; exact fee described in Investment Advisory Contract
0.0324% – 0.475% (3.24 to 47.5 basis points)
Main office
Scarsdale NY
Advisors at this office
1
Most active in
California · Florida · New Hampshire · New York · North Carolina · Texas
Also doing business as
Twenty First Securities · Twenty First Tailored Solutions · Twenty First Tailored Solutions, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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