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RAITH CAPITAL PARTNERS
Legal name: RAITH CAPITAL PARTNERS, LLC
CRD 166815File 801-77757
APPROVED
Custody
Filing as of Apr 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.83B
Top 25% of cohort (national)
Discretionary AUM
$2.31B
Non-discretionary $527.0M
Clients
24
24 accounts
Employees
29
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 1, 2013
- Principal office
- 666 THIRD AVENUE, SUITE 1701, NEW YORK, NY, 10017
- Phone
- 212-938-6995
- Website
- HTTP://WWW.RAITHCAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.83B
- Discretionary AUM
- $2.31B
- Non-discretionary AUM
- $527.0M
- Discretionary accounts
- 7
- Non-discretionary accounts
- 17
- Total accounts
- 24
- AUM per client
- $118.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 1 | $208.9M |
| Pooled investment vehicles | 21 | $2.31B |
| State or municipal government entities | 2 | $312.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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
- Yes
- 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 | 24 | 29 | increased by5 |
| Apr 1, 2026 | Clients | 25 | 24 | decreased by1 |
| Apr 1, 2026 | AUM | $2,069,566,282 | $2,834,849,438 | increased by$765,283,156 |
| Apr 1, 2026 | Accounts | 25 | 24 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 24 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 29 | 25 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,159,612,858 | $2,069,566,282 | increased by$909,953,424 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 29 | 25 | decreased by4 |
| Apr 1, 2022 | Employees | 18 | 17 | decreased by1 |
| Apr 1, 2022 | AUM | $982,837,168 | $1,159,612,858 | increased by$176,775,690 |
| 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 “RAITH CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RAITH CAPITAL” 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.