Fundamental Advisors LP

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Assets, Funds, Holdings

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Fundamental Advisors LP
CRD #157899
SEC #801-73278
CIK #
AUM $4.0 BB (2024-03-29)
Employees 38 (61% Investors, 0% Brokers)
Phone212-205-5000
Address745 Fifth Ave
New York, NY 10151
Source [IAPD] [Website] [LinkedIn]
Total AUM ($BB)
4.03.22.41.60.80.02009201420192025
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF Fundamental Empire Fund LP 2024-03-29 390.3
HF Fundamental Partners IV LP [2021-03-01] 1,382.3 1,640.7
HF Fundamental Solar Finance LP 2018-02-12 495.3
HF Fundamental 636 Chicago Hotel LLC 2016-03-28 11.4
HF FCO Special Opportunities C1 LP [2015-01-16] 50.0 150.9
HF Fundamental Partners III LP [2015-01-16] 976.0 1,418.8
HF LMAP 903 Limited 2015-01-16 155.9
HF FCO Liquid Strategies LP [2013-07-09] 6.4 0.0
HF FCO Special Opportunities B1 LP [2013-03-28] 50.0 0.0
HF Fundamental Partners II LP [2012-02-10] 449.2 2.4
View All
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 9 4.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 9 4.0
By Discretionary
Discretionary 9 4.0
Non-Discretionary 0 0.0
Total 9 4.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.0
Total 9 4.0
Form D Directors # Filings # Firms 2011 - 2024
Robert Weiss 77
Daniel Gilman 5
Michael Jacobs 23
Hector Negroni 20
Laurence Gottlieb 18
Justin Vinci 15
Nathan Hersch 4
Jonathan Stern 4
Dana Fusaris 3
Related Firms State AUM ($BB)
Fundamental Advisors LP
NY 4.0
FCO Advisors LP
NY 1.4
Comparable Firms State AUM ($BB)
Hill Path Capital LP
NY 4.1
Vector Capital Management LP
CA 4.1
Cyrus Capital Partners LP
NY 4.0
Cormorant Asset Management LP
MA 4.0
Jericho Capital Asset Management LP
NY 4.0
Indus Capital Partners LLC
NY 3.9
Greywolf Capital Management LP
NY 3.9
Deer Park Road Management Company LP
CO 3.9
Multicoin Capital Management LLC
TX 3.8
Clearwater Management Co Inc
MN 3.8
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