Situational Awareness LP

RIASEC RegisteredEst. 2025

Total AUM

$9.3B

Discretionary

$9.3B

100% of AUM

Avg account

$4.6B

Accounts

2

Employees

8

Advisory reps

5

Firm details

Headquarters: San Francisco, California
CRD number: 333011
Registered since: February 24, 2025
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Situational Awareness LP is a limited partnership that operates as a hedge fund and serves an institutional client base. The firm is registered with the SEC (2025) and functions in roles that include commodity pool operator/commodity trading advisor (CPO/CTA) and portfolio manager for pooled investment vehicles. It also acts as sponsor/GP or managing member of pooled vehicles it runs. Compensation combines a percentage-of-AUM fee with performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 4

Kimberly Summe
Chief Operating Officer and General CounselCRD 5465806
Leopold Aschenbrenner
CIOCRD 8005792
Nicholas Gross-whitaker
Chief Operating OfficerCRD 7990236

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Contacts

1 of 1

Carl Shulman
CRD 8005790

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$20.7M in ETFs

Passive

100%

$20.7M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANECK SEMICONDUCTOR ETF (SMH)	VanEck	Passive	Technology	$20.7M	53,900	100.00%

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area: San Jose-San Francisco-Oakland, CA
Region: West
County: San Francisco
Address: 77 Federal St
Time zone: PT (UTC-8)
Office locations

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