M37 Management LP

RIASEC RegisteredEst. 2025

Total AUM

$656M

Discretionary

$656M

100% of AUM

Avg account

$109M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Menlo Park, California
CRD number: 332714
Registered since: March 31, 2025
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

M37 Management LP is an institutional registered investment adviser organized as a limited partnership. The firm focuses on portfolio management for business and institutional clients and is structured to serve a small base of large institutional relationships. It is registered with the SEC (registered in 2025) and is owned by domestic entities and individuals. Compensation combines a percentage-of-assets fee with performance-based fees. M37 does not identify as an active ESG investor, does not operate as a multi-state adviser, and does not provide pension consulting services. It also serves in sponsor/GP/managing-member roles for pooled investment vehicles.