Fundamental Advisors LP
● SEC registered since 2012CRD 157899SEC# 801-73278New York, NY
Ranks #1,499 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$4.09B
Fund GAV
$3.97B
Private funds
7
Employees
44
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 44 people. Fundamental Advisors LP manages 7 private funds with combined gross assets of $4 billion, including Fundamental Partners IV LP. By regulatory assets, it ranks 1,499 of 6,004 private fund managers.
Fundamental Advisors LP private funds
7 funds · $3.97B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Fundamental Partners IV LP | Hedge | $1.62B | $10M |
| Fundamental Partners III LP | Hedge | $805.2M | $10M |
| Fp Solar Construction Finance LLC | Hedge | $756.4M | — |
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Join to unlock · $37/moFundamental Advisors LP owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Fundamental Advisors Group LLC Control | General Partner | Under 5% | 2007 |
| Fundamental Advisors Holdings LP Control | Limited Partner | Over 75% | 2007 |
| Jennifer Michelle Lin Control | Chief Compliance Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently 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 $4 billion.
How many employees does Fundamental Advisors LP have?
Fundamental Advisors LP reports 44 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
| Address | 745 Fifth Ave, 25th Floor, New York, NY 10151 |
| Phone | 212-205-5000 |
| Fax | 212-205-5050 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.09B▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
AUM vs fund managersTop 25%
Larger than 75% of 6,004 private-fund managers
Number of fundsTop 33%
More funds than 67% of fund managers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$4.09Bregulatory AUM
Discretionary $4.09B
Service providers
Auditor
Prime broker
Custodian
Administrator