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BUTTERFLY EQUITY LP
CRD 284667File 801-113713
APPROVED
Custody
Filing as of Apr 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.08B
Top 25% of cohort (national)
Discretionary AUM
$7.08B
Clients
23
23 accounts
Employees
36
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 27, 2018
- Principal office
- 9595 WILSHIRE BLVD, SUITE 510, BEVERLY HILLS, CA, 90212
- Phone
- 310-409-4994
- Website
- HTTPS://www.bfly.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.08B
- Discretionary AUM
- $7.08B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 23
- Non-discretionary accounts
- 0
- Total accounts
- 23
- AUM per client
- $308.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 23 | $7.08B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 40 | 36 | decreased by4 |
| Apr 1, 2026 | Clients | 29 | 23 | decreased by6 |
| Apr 1, 2026 | AUM | $6,137,493,456 | $7,084,560,665 | increased by$947,067,209 |
| Apr 1, 2026 | Accounts | 29 | 23 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 26 | 40 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 16 | 29 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,094,877,855 | $6,137,493,456 | increased by$3,042,615,601 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 16 | 29 | increased by13 |
| Apr 1, 2022 | Employees | 14 | 26 | increased by12 |
| Apr 1, 2022 | Clients | 10 | 16 | increased by6 |
| Apr 1, 2022 | AUM | $1,627,223,661 | $3,094,877,855 | increased by$1,467,654,194 |
| Apr 1, 2022 | Accounts | 10 | 16 | increased by6 |
| 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 “BUTTERFLY EQUITY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BUTTERFLY EQUITY” 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.