Critical Math Advisors LLC (Hamilton)


Critical Math Advisors LLC is an adviser based in Hamilton. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Florida, New Jersey, and Texas.

Critical Math Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Critical Math Advisors has custody of $2.19 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Critical Math Advisors LLC for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Critical Math Advisors LLC

Lewis Stuart Arno has been acting as President since 1 Nov 2005. Ronni Arno Macdougal Irrevocable Trust Dated 3/16/06 joined the executive team most recently as the Member.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Lewis Stuart Arno Ceo/president/managing member/iar 1 Nov 2005 50% - 75% 7475
Derek Scott Bilcik Senior vice president/chief compliance officer (cco)/member/iar 1 Dec 2005 Other 5074226
Derek Bilcik Treasurer/chief compliance officer (cco)/member 1 Dec 2005 Other 5074226
Ronni Arno Macdougal Irrevocable Trust Dated 3/16/06 Member 1 Mar 2006 Other 22-6985237
Andrea Arno Lake Irrevocable Trust Dated 3/16/06 Member 1 Mar 2006 Other 20-6951654
Donna Marie Mcgill Vice president/member 1 Mar 2006 Other 5149681
Lynn Rooney Bilcik Member 1 Mar 2006 Other 5149684
Susan Edith Thomson Member 1 Mar 2006 Other 5149703
Bonnie C Arno Member 1 Mar 2006 25% - 50% 5149675
Donna M Mcgill Vice president/member 1 Mar 2006 Other 5149681
Lynn R Bilcik Member 1 Mar 2006 Other 5149684
Susan E Thomson Member 1 Mar 2006 Other 5149703
Bonnie Claire Arno Member 1 Mar 2006 25% - 50% 5149675

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Lewis Stuart Arno Trustee 1 Mar 2006 Other 7475

Based in Hamilton

The principal office where Critical Math Advisors LLC performs its advisory services is located at 3840 Quakerbridge Road, Suite 130, Hamilton, NJ 08619, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 609-631-7400 or by fax 609-631-9600. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at unusualfund.com.