LOCUST WOOD CAPITAL ADVISERS, LLC

RIASEC RegisteredEst. 2011

Total AUM

$4.4B

Discretionary

$4.4B

100% of AUM

Avg account

$259M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 135140
Registered since: January 21, 2011
Website: www.locustwood.com
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Other Investment Advisers31.77%
Pooled Investment Vehicles29.59%
Pension & Profit Sharing Plans14.97%
State / Municipal Government14%
Sovereign Wealth Funds5.51%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Locust Wood Capital Advisers, LLC is a hedge fund–structured advisory firm organized as an LLC and registered with the SEC since 2011. The firm serves both individual/family clients and institutional investors and operates as a portfolio manager for pooled investment vehicles as well as for businesses and institutions. Its fee model combines a percentage-of-AUM component with performance-based fees and other arrangements. Locust Wood is not positioned as an ESG investor and is not designated as a multi-state or newly formed adviser. The firm has industry roles beyond advisory: it is affiliated with broker-dealer and sponsor activities and functions as a general partner and managing member of pooled investment vehicles. Its organizational ownership includes both domestic entities and individuals.