RIA Intel›Advisers›North Carolina›ASANA PARTNERS, LP

ASANA PARTNERS, LP

Advisory

N·CHARLOTTE, NC

Data as of Apr 28, 2026 · Source: SEC Form ADV

Total AUM

$8.4B

1-Year AUM Growth

-1.7%

3-Year CAGR

+3.7%

Employees

61

Assets Under Management

Total AUM$8.4B

Discretionary AUM$7.8B

Non-Discretionary AUM$522M

Discretionary %93.8%

Total Clients7

Team

Total Employees61

Investment Advisers125

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record24

First FilingJul 18, 2016

Latest FilingApr 28, 2026

🔒 Full AUM trend chart and 24 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ASANA PARTNERS, LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.