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DECLARATION PARTNERS LP

CRD 297786File 801-118098
APPROVED
Custody
Filing as of May 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.01B
Top 25% of cohort (national)
Discretionary AUM
$2.01B
Clients
64
64 accounts
Employees
37
Above cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
NYRO
Registration date
Feb 18, 2020
Principal office
510 MADISON AVENUE, 20TH FLOOR, NEW YORK, NY, 10022
Phone
212-321-4030

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.01B
Discretionary AUM
$2.01B
Non-discretionary AUM
$0
Discretionary accounts
64
Non-discretionary accounts
0
Total accounts
64
AUM per client
$31.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles64$2.01B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described)BUDGET-BASED FEES
  • 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
No
Firm Custody Clients
No
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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.