INTERVAL PARTNERS, L.P.
Latest filing: Mar 31, 2025 (107 days ago)
AUM
$8,420,749,017
57% change vs. 1 year ago
127% change vs. 3 years ago
88% change vs. 5 years ago
656% change vs. 10 years ago
Employee Count
54
42% change vs. 1 year ago
116% change vs. 3 years ago
145% change vs. 5 years ago
260% change vs. 10 years ago
Main Office
NEW YORK, NY
575 LEXINGTON AVENUE, NEW YORK, NY, UNITED STATES, 10022
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $8.4 |
| Non-Discretionary | $0.0 |
| Total | $8.4 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $8.4 |
| Institutional | $0.0 |
| Total | $8.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| STORMBORN CAPITAL LLC | $0.0 | - | |
| ROADMAP PARTNERS, LLC | $0.0 | - | |
| INTERVAL CAPITAL, LLC | $0.0 | - | |
| INTERVAL CAPITAL II, LLC | $0.0 | - | |
| ANNECY CAPITAL, LLC | $0.0 | - | |
| RECURRENT PARTNERS, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
16 active
| Name | Title |
|---|---|
| MCLAUGHLIN, CONNOR, L | LIMITED PARTNER OF THE REGISTRANT, MEMBER |
| MOSKOWITZ, GREGG, ALAN | LIMITED PARTNER OF THE REGISTRANT, MEMBER |
| FERNANDEZ, RAYMOND, PETER | PRESIDENT OF THE REGISTRANT, MEMBER |
| STEVENS, ANIL, CHRISTOPHER | LIMITED PARTNER OF THE REGISTRANT, MEMBER |
| YEH, SUSAN | CHIEF OPERATING OFFICER |
| CHARBATIAN, VIGEN | CHIEF FINANCIAL OFFICER |
| LEONARD, CHRISTOPHER | CHIEF COMPLIANCE OFFICER |
| DIVINCENZO, ELISE, CELESTE | LIMITED PARTNER OF THE REGISTRANT, MEMBER |
| GILLISS, EDWARD, JOHNSON | LIMITED PARTNER OF THE REGISTRANT, MEMBER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $8.4 | $0.0 | 0% | 54 | 0 | 0% |
| 2025-04-21 | $8.4 | $0.0 | 0% | 54 | 0 | 0% |
| 2024-04-02 | $5.4 | $3.1 | 57% | 38 | 16 | 42% |
| 2023-04-04 | $3.6 | $4.8 | 131% | 32 | 22 | 69% |
| 2022-04-01 | $3.7 | $4.7 | 127% | 25 | 29 | 116% |
| 2021-04-05 | $3.7 | $4.7 | 129% | 23 | 31 | 135% |
| 2020-04-01 | $4.5 | $3.9 | 88% | 22 | 32 | 145% |
| 2019-04-01 | $3.4 | $5.0 | 146% | 19 | 35 | 184% |
| 2018-04-02 | $3.4 | $5.1 | 150% | 19 | 35 | 184% |
| 2017-04-01 | $3.0 | $5.4 | 182% | 18 | 36 | 200% |
| 2016-04-01 | $2.0 | $6.4 | 312% | 16 | 38 | 238% |
| 2015-04-01 | $1.1 | $7.3 | 656% | 15 | 39 | 260% |
| 2014-04-01 | $0.3 | $8.1 | 2370% | 12 | 42 | 350% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, NY-03/29/2019 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV