RIA Intel›Advisers›District of Columbia›DARBY OVERSEAS PARTNERS, L.P.

DARBY OVERSEAS PARTNERS, L.P.

Advisory

N·WASHINGTON, DC

Data as of Dec 24, 2024 · Source: SEC Form ADV

Total AUM

$154M

1-Year AUM Growth

-24.0%

3-Year CAGR

-22.7%

Employees

1

Assets Under Management

Total AUM$154M

Discretionary AUM$23M

Non-Discretionary AUM$131M

Discretionary %15.1%

Total Clients5

Team

Total Employees1

Investment Advisers2

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record18

First FilingFeb 9, 2012

Latest FilingDec 24, 2024

🔒 Full AUM trend chart and 18 historical filings spanning 12+ 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 DARBY OVERSEAS PARTNERS, L.P.

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