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PERSHING SQUARE CAPITAL MANAGEMENT, L.P.
CRD 132982File 801-63688
APPROVED
Custody
Disclosure events
Filing as of Jun 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$25.06B
Top 10% of cohort (national)
Discretionary AUM
$25.06B
Clients
6
5 accounts
Employees
48
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Dec 2, 2004
- Principal office
- 787 ELEVENTH AVENUE, 9TH FLOOR, NEW YORK, NY, 10019
- Phone
- 212-813-3700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $25.06B
- Discretionary AUM
- $25.06B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5
- Non-discretionary accounts
- 0
- Total accounts
- 5
- AUM per client
- $4.18B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $0 |
| Investment companies | 1 | $5.67B |
| Pooled investment vehicles | 4 | $19.39B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — FEE ON APPRECIATION IN CLIENT'S COMMON STOCK PRICE
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 46 | 48 | increased by2 |
| Jul 1, 2026 | Clients | 4 | 6 | increased by2 |
| Jul 1, 2026 | AUM | $19,766,228,425 | $25,061,606,673 | increased by$5,295,378,248 |
| Jul 1, 2026 | Accounts | 3 | 5 | increased by2 |
| Apr 1, 2026 | Employees | 39 | 46 | increased by7 |
| Apr 1, 2026 | Clients | 3 | 4 | increased by1 |
| Apr 1, 2026 | AUM | $18,251,179,289 | $19,766,228,425 | increased by$1,515,049,136 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 40 | 39 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 8 | 3 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $16,798,430,681 | $18,251,179,289 | increased by$1,452,748,608 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 8 | 3 | decreased by5 |
| Apr 1, 2022 | Employees | 39 | 40 | increased by1 |
| Apr 1, 2022 | Clients | 3 | 8 | increased by5 |
| Apr 1, 2022 | AUM | $14,452,285,927 | $16,798,430,681 | increased by$2,346,144,754 |
| Apr 1, 2022 | Accounts | 3 | 8 | increased by5 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PERSHING SQUARE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PERSHING SQUARE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.