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Karo Lokmanyan

N10° Assets
17 Years of Experience
Greenwich, CT
View SEC Summary
View SEC Summary

Karo Lokmanyan is a registered investment advisor at N10° Assets, based in Greenwich, CT, with 17 years of industry experience. Karo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 101 clients with $310M in assets under management.

N10° Assets
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
101 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$306.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.25%

Fees for separately managed accounts will not exceed 0.25% annually and are negotiable. Exchange-traded fund management fees range from 0.30% to 0.75%. Performance-based fees of 10% to 20% of net investment gains may apply for qualified clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

5 Greenwich Office Park, Suite 100, Greenwich, CT, 06831

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Karo is the president of Wellington Commons Condominium Associates and a trustee for a cousin's trust. These activities require minimal time and are not investment-related, except for the trustee role.

Employment History
Current Registrations
N10° Assets
June 2026 - Present · 4 mos
N10° Wealth
June 2026 - Present · 4 mos
Previous Registrations
Wells Fargo Advisors
September 2020 - June 2026 · 5 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
September 2020 - June 2026 · 5 yrs 9 mos
UBS Financial Services INC.Broker
May 2014 - October 2020 · 6 yrs 5 mos
UBS Financial Services INC.
May 2014 - October 2020 · 6 yrs 5 mos
Morgan Stanley
October 2010 - June 2014 · 3 yrs 8 mos
Morgan StanleyBroker
October 2010 - June 2014 · 3 yrs 8 mos
UBS Financial Services INC.
September 2009 - August 2010 · 11 mos
UBS Financial Services INC.Broker
June 2009 - August 2010 · 1 yr 2 mos
State Registrations1 state
CT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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