RIA Intel›Advisers›New York›FUNDAMENTAL ADVISORS LP

FUNDAMENTAL ADVISORS LP

Advisory

N·NEW YORK, NY

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$4.1B
1-Year AUM Growth
+1.5%
3-Year CAGR
+41.4%
Employees
27
Assets Under Management
Total AUM$4.1B
Discretionary AUM$4.1B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients14
Team
Total Employees27
Investment Advisers44
Employee Growth (1Y)—
Filing History
Total Filings on Record25
First FilingFeb 10, 2012
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 25 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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