← Directory
INTERVAL PARTNERS, L.P.
Legal name: INTERVAL PARTNERS, LP
CRD 164424File 801-78308
APPROVED
Custody
Filing as of Jun 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$9.39B
Top 10% of cohort (national)
Discretionary AUM
$9.39B
Clients
32
32 accounts
Employees
56
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 22, 2013
- Principal office
- 575 LEXINGTON AVENUE, 35TH FLOOR, NEW YORK, NY, 10022
- Phone
- 646-412-6800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.39B
- Discretionary AUM
- $9.39B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 32
- Non-discretionary accounts
- 0
- Total accounts
- 32
- AUM per client
- $293.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 32 | $9.39B |
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 pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 54 | 56 | increased by2 |
| Apr 1, 2026 | Clients | 30 | 32 | increased by2 |
| Apr 1, 2026 | AUM | $8,420,749,017 | $9,392,255,002 | increased by$971,505,985 |
| Apr 1, 2026 | Accounts | 30 | 32 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 25 | 54 | increased by29 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 17 | 30 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,710,877,815 | $8,420,749,017 | increased by$4,709,871,202 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 20 | 30 | increased by10 |
| Apr 1, 2022 | Employees | 23 | 25 | increased by2 |
| Apr 1, 2022 | AUM | $3,682,511,978 | $3,710,877,815 | increased by$28,365,837 |
| Apr 1, 2022 | Accounts | 19 | 20 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INTERVAL PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INTERVAL PARTNERS” 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.