Overview
Assets Under Management: $4.4 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 3
Average Client Assets: $20.0 million
Frequently Asked Questions
LOCUST WOOD CAPITAL ADVISERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #135140), LOCUST WOOD CAPITAL ADVISERS, LLC is subject to fiduciary duty under federal law.
LOCUST WOOD CAPITAL ADVISERS, LLC is headquartered in NEW YORK, NY.
LOCUST WOOD CAPITAL ADVISERS, LLC serves 3 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, LOCUST WOOD CAPITAL ADVISERS, LLC offers portfolio management for pooled investment vehicles and portfolio management for institutional clients. View all service details ↓
LOCUST WOOD CAPITAL ADVISERS, LLC manages $4.4 billion in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, LOCUST WOOD CAPITAL ADVISERS, LLC serves pooled investment vehicles and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.37%
Average Client Assets: $20.0 million
Total Client Accounts: 17
Discretionary Accounts: 17
Regulatory Filings
CRD Number: 135140
Filing ID: 2079378
Last Filing Date: 2026-03-27 17:58:57