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Fundamental Advisors LP

● SEC registered since 2012CRD 157899SEC# 801-73278New York, NY
Export (members)
Ranks #1,245 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$4.14B
Fund GAV
$3.78B
Private funds
7
Employees
43
Accounts
14
Location
New York, NY

Fundamental Advisors LP assets under management

Fundamental Advisors LP is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2012. It reports $4.1 billion in regulatory assets under management and employs 43 people. Fundamental Advisors LP manages 7 private funds with combined gross assets of $3.8 billion, including Fundamental Partners IV LP. By regulatory assets, it ranks 1,245 of 5,911 private fund managers.

Fundamental Advisors LP private funds

7 funds · $3.78B GAV
FundTypeGross assetsMin.
Fundamental Partners IV LPHedge$1.59B$10M
Fundamental Partners III LPHedge$895.6M$10M
Fp Solar Construction Finance LLCHedge$668.8M
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Fundamental Advisors LP owners & executives

13 reported
NameTitleOwnershipSince
Fundamental Advisors Group LLC ControlGeneral PartnerUnder 5%2007
Fundamental Advisors Holdings LP ControlLimited PartnerOver 75%2007
Jennifer Michelle Lin ControlChief Compliance OfficerUnder 5%2021
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Frequently asked questions

How much does Fundamental Advisors LP manage?

Fundamental Advisors LP reports $4.1 billion in regulatory assets under management on its Form ADV.

How many private funds does Fundamental Advisors LP manage?

Fundamental Advisors LP manages 7 private funds with combined gross assets of $3.8 billion.

How many employees does Fundamental Advisors LP have?

Fundamental Advisors LP reports 43 employees.

Where is Fundamental Advisors LP located?

Fundamental Advisors LP is based in New York, NY and has been SEC-registered since 2012.

Does Fundamental Advisors LP disclose fund performance?

Fundamental Advisors LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address745 Fifth Ave, 25th Floor, New York, NY 10151
Phone212-205-5000
Fax212-205-5050
Office hours9a.m. - 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$4.14B
Non-discretionary$0
Total (RAUM)$4.14B

Service providers