LOCUST WOOD CAPITAL ADVISERS, LLC

Latest filing: Mar 26, 2025 (100 days ago)
View on IAPD
Adviser Website

AUM

$3,339,857,058
21% change vs. 1 year ago
53% change vs. 3 years ago
139% change vs. 5 years ago
269% change vs. 10 years ago

Employee Count

11
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
22% change vs. 10 years ago

Main Office

NEW YORK, NY
90 PARK AVENUE, NEW YORK, NY, UNITED STATES, 10016

Client AUM

Discretion AUM
Discretionary $3.3
Non-Discretionary $0.0
Total $3.3
Client AUM
Retail $0.1
Pooled $1.3
Institutional $2.0
Total $3.3
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 3 $0.1
Average HNW AUM $18,587,536
Retail Total 3 $0.1
Average Retail AUM $18,587,536

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 $2.0
Retail SMA AUM $0.1
Institutional SMA AUM $2.0
Asset Class % AUM
Equity Exch 89% $1.8
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 11% $0.2
Other 0% $0.0
Total 100% $2.0

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
LOCUST WOOD CAPITAL MANAGEMENT, LLC $0.0 -
LOCUST WOOD LONG OPPORTUNITY GP, LLC $0.0 -
TRIPLE A PARTNERS LLC $0.0 broker-dealer 142790

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

6 active

Name Title
ERRICO, STEPHEN, JOHN CHIEF INVESTMENT OFFICER OF REGISTRANT, LIMITED PARTNER, MANAGING AND SOLE MEMBER
MORRIS, PAUL, MARTIN CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER

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 $3.3 $0.0 0% 11 0 0%
2025-04-21 $3.3 $0.0 0% 11 0 0%
2024-04-02 $2.8 $0.6 21% 11 0 0%
2023-04-04 $1.8 $1.5 85% 11 0 0%
2022-04-01 $2.2 $1.2 53% 11 0 0%
2021-04-05 $1.7 $1.6 96% 11 0 0%
2020-04-01 $1.4 $1.9 139% 11 0 0%
2019-04-01 $1.4 $2.0 147% 11 0 0%
2018-04-02 $1.4 $2.0 144% 11 0 0%
2017-04-01 $1.2 $2.2 185% 11 0 0%
2016-04-01 $1.1 $2.3 210% 10 1 10%
2015-04-01 $0.9 $2.4 269% 9 2 22%
2014-04-01 $0.8 $2.6 327% 8 3 38%
2013-04-01 $0.6 $2.8 499% 8 3 38%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
NY,
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV