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LOCUST WOOD CAPITAL ADVISERS, LLC
CRD 135140File 801-72132
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.40B
Top 25% of cohort (national)
Discretionary AUM
$4.40B
Clients
17
17 accounts
Employees
12
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 21, 2011
- Principal office
- 90 PARK AVENUE, FLOOR 27, NEW YORK, NY, 10016
- Phone
- 212-354-5404
- Website
- HTTP://WWW.LOCUSTWOOD.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.40B
- Discretionary AUM
- $4.40B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 17
- Non-discretionary accounts
- 0
- Total accounts
- 17
- AUM per client
- $258.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Non-U.S. persons | Fewer than 5 | $242.1M |
| Insurance companies | Fewer than 5 | $37.0M |
| Charitable organizations | Fewer than 5 | $85.9M |
| Other investment advisers | 6 | $1.40B |
| High net worth individuals | Fewer than 5 | $60.0M |
| Pooled investment vehicles | 2 | $1.30B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $658.1M |
| State or municipal government entities | Fewer than 5 | $615.3M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PERFORMANCE-BASED ALLOCATIONS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 18 | 17 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.