RIA Intel›Advisers›New York›AULDBRASS PARTNERS, LP

AULDBRASS PARTNERS, LP

Fund Manager

N·NEW YORK, NY

Data as of Jan 23, 2026 · Source: SEC Form ADV

Total AUM

$349M

1-Year AUM Growth

-6.9%

3-Year CAGR

+25.3%

Employees

7

Assets Under Management

Total AUM$349M

Discretionary AUM$349M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients3

Team

Total Employees7

Investment Advisers9

Employee Growth (1Y)—

Private Funds

Number of Private Funds5

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record4

First FilingFeb 15, 2022

Latest FilingJan 23, 2026

🔒 Full AUM trend chart and 4 historical filings spanning 4+ 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 AULDBRASS PARTNERS, LP

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