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TOMS CAPITAL INVESTMENT MANAGEMENT LP

CRD 291362File 801-112614
APPROVED
Retail clients
Custody
Filing as of Aug 7, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.81B
Top 25% of cohort (national)
Discretionary AUM
$2.81B
Clients
10
10 accounts
Employees
21
Above cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
NYRO
Registration date
Mar 12, 2018
Principal office
450 WEST 14TH STREET, 13TH FLOOR, NEW YORK, NY, 10014
Phone
212-337-4100

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.81B
Discretionary AUM
$2.81B
Non-discretionary AUM
$0
Discretionary accounts
10
Non-discretionary accounts
0
Total accounts
10
AUM per client
$280.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other4$715.7M
High net worth individualsFewer than 5$362.4M
Pooled investment vehicles5$1.73B

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

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
Aug 12, 2026AUM$2,664,119,085$2,806,693,741increased by$142,574,656
Apr 1, 2026Employees2421decreased by3
Apr 1, 2026Clients910increased by1
Apr 1, 2026AUM$2,353,705,911$2,664,119,085increased by$310,413,174
May 1, 2025
vs Oct 1, 2022
Employees1824increased by6
May 1, 2025
vs Oct 1, 2022
Clients109decreased by1
May 1, 2025
vs Oct 1, 2022
AUM$1,888,763,257$2,353,705,911increased by$464,942,654
May 1, 2025
vs Oct 1, 2022
Accounts1310decreased by3
Apr 1, 2022Employees1718increased by1
Apr 1, 2022Clients1210decreased by2
Apr 1, 2022AUM$1,366,143,112$1,888,763,257increased by$522,620,145
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 “TOMS CAPITAL” as a service provider on 5500mcp →

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