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JADIAN CAPITAL, LP

CRD 291946File 801-113300
APPROVED
Custody
Filing as of Jun 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.04B
Top 25% of cohort (national)
Discretionary AUM
$2.95B
Non-discretionary $86.5M
Clients
43
43 accounts
Employees
23
Top 25% of cohort in CT

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
BRO
Registration date
May 31, 2018
Principal office
4 STAR POINT, SUITE 204, STAMFORD, CT, 06902
Phone
212-503-5900

Assets & accounts

ADV Item 5F
Total regulatory AUM
$3.04B
Discretionary AUM
$2.95B
Non-discretionary AUM
$86.5M
Discretionary accounts
39
Non-discretionary accounts
4
Total accounts
43
AUM per client
$70.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles43$3.04B

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
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 11

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

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees1723increased by6
Apr 1, 2026AUM$2,411,860,326$3,035,768,237increased by$623,907,911
May 1, 2025
vs Oct 1, 2022
Employees1317increased by4
May 1, 2025
vs Oct 1, 2022
Clients1043increased by33
May 1, 2025
vs Oct 1, 2022
AUM$644,208,560$2,411,860,326increased by$1,767,651,766
May 1, 2025
vs Oct 1, 2022
Accounts1043increased by33
Apr 1, 2022Employees813increased by5
Apr 1, 2022Clients1310decreased by3
Apr 1, 2022AUM$463,491,486$644,208,560increased by$180,717,074
Apr 1, 2022Accounts1410decreased by4
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 “JADIAN CAPITAL” as a service provider on 5500mcp →

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