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| Aptitude Investment Management LP
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|
|
|---|---|
| CRD # | 159070 |
| SEC # | 801-74419 |
| CIK # | |
| AUM | $6.5 BB (2023-03-31) |
| Employees | 8 (100% Investors, 62% Brokers) |
| Phone | 212-902-1000 |
| Address | 401 Union Street Seattle, WA 98101 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Cmers Low Beta 2 LLC | 2023-03-31 | 158.3 | |
| Other | Aptitude Alternative Equity LP | [2022-03-31] | 33.4 | 32.4 |
| Other | Aptitude Alternative Equity Ltd | [2022-03-31] | 67.3 | 115.0 |
| Other | Aptitude Alternative Equity Master LP | 2022-03-31 | 135.7 | |
| Other | Aptitude Partners LP | [2021-03-31] | 57.2 | 90.0 |
| Other | Aptitude Partners Levered LP | [2019-03-29] | 382.7 | 407.3 |
| Other | Aptitude Partners Levered Ltd | [2019-03-29] | 49.4 | 290.4 |
| Other | Aptitude Partners Ltd | [2019-03-29] | 260.8 | 620.8 |
| Other | Aptitude Partners Fund LP | [2013-04-01] | 382.7 | 1,778.5 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 13 | 2.7 |
| (g) Pension and profit sharing plans | 2 | 2.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 18 | 6.5 |
| By Discretionary | ||
| Discretionary | 18 | 6.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 18 | 6.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 4.2 | |
| Total | 18 | 6.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Ralph Woodford | 148 | ||
| Gregory Link | 81 | ||
| Helen Crowley | 220 | ||
| Jeffrey Klein | 11 | ||
| Salim Shariff | 5 | ||
| Aptitude Investment Management LP | 1 | ||
| Federal Way Asset Management LP | 1 | ||
| Federal Way Partners Fund GP LLC | 1 | ||
| Aptitude Partners Fund GP LLC | 1 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Goldman Sachs Asset Management LP
✚
|
NY | 1,577.6 |
|
Goldman Sachs Asset Management International
✚
|
315.3 | |
|
Goldman Sachs & Co LLC
✚
|
NY | 211.4 |
|
GSAM Stable Value LLC
✚
|
VT | 60.0 |
|
Goldman Sachs Asset Management Co Ltd
✚
|
35.6 | |
|
Goldman Sachs Hedge Fund Strategies LLC
✚
|
NY | 11.5 |
|
Aptitude Investment Management LP
✚
|
WA | 6.5 |
|
Goldman Sachs Asset Management Singapore PTE Ltd
✚
|
4.7 | |
|
GS Investment Strategies LLC
✚
|
NY | 2.7 |
|
Goldman Sachs Global Advisory Products LLC
✚
|
NY | 0.0 |
|
GSAM Strategist Portfolios LLC
✚
|
NY | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
ITAU USA Asset Management Inc
✚
|
NY | 6.7 |
|
Maniyar Capital Advisors UK Ltd
✚
|
6.5 | |
|
Abbey Capital Limited
✚
|
6.5 | |
|
Weiss Multi-Strategy Advisers LLC
✚
|
NY | 6.5 |
|
Cephei Capital Management Hong Kong Limited
✚
|
6.4 | |
|
Asset Management One USA Inc
✚
|
NY | 6.4 |
|
Columbia Wanger Asset Management LLC
✚
|
IL | 6.4 |
|
Antipodes Partners Limited
✚
|
6.4 | |
|
Southpoint Capital Advisors LP
✚
|
NY | 6.4 |
|
STWD Investment Management LLC
✚
|
FL | 6.4 |