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SENATOR INVESTMENT GROUP LP

CRD 160935File 801-73289
APPROVED
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.92B
Top 25% of cohort (national)
Discretionary AUM
$4.92B
Clients
9
9 accounts
Employees
26
Top 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
NYRO
Registration date
Feb 24, 2012
Principal office
124 E. 14TH STREET, 20TH FLOOR, NEW YORK, NY, 10003
Phone
212-376-4300

Assets & accounts

ADV Item 5F
Total regulatory AUM
$4.92B
Discretionary AUM
$4.92B
Non-discretionary AUM
$0
Discretionary accounts
9
Non-discretionary accounts
0
Total accounts
9
AUM per client
$547.1M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles9$4.92B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • 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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees2826decreased by2
Apr 1, 2026AUM$5,022,500,628$4,923,579,337decreased by$98,921,291
May 1, 2025
vs Oct 1, 2022
Clients89increased by1
May 1, 2025
vs Oct 1, 2022
AUM$9,060,197,291$5,022,500,628decreased by$4,037,696,663
May 1, 2025
vs Oct 1, 2022
Accounts89increased by1
Apr 1, 2022Employees2928decreased by1
Apr 1, 2022Clients98decreased by1
Apr 1, 2022AUM$9,699,810,183$9,060,197,291decreased by$639,612,892
Apr 1, 2022Accounts98decreased by1
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “SENATOR INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SENATOR INVESTMENT” 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.