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CONVERSANT CAPITAL LLC

CRD 308201File 801-119816
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.12B
Top 25% of cohort (national)
Discretionary AUM
$3.12B
Clients
24
24 accounts
Employees
19
Top 25% of cohort in NJ

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Nov 17, 2020
Principal office
25 DEFOREST AVENUE, SUMMIT, NJ, 07901
Phone
908-466-5010

Assets & accounts

ADV Item 5F
Total regulatory AUM
$3.12B
Discretionary AUM
$3.12B
Non-discretionary AUM
$0
Discretionary accounts
24
Non-discretionary accounts
0
Total accounts
24
AUM per client
$129.8M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles24$3.12B

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
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
Apr 1, 2026Employees1619increased by3
Apr 1, 2026Clients1924increased by5
Apr 1, 2026AUM$2,603,942,605$3,115,964,049increased by$512,021,444
Apr 1, 2026Accounts1924increased by5
May 1, 2025
vs Oct 1, 2022
Employees916increased by7
May 1, 2025
vs Oct 1, 2022
Clients1019increased by9
May 1, 2025
vs Oct 1, 2022
AUM$1,394,879,690$2,603,942,605increased by$1,209,062,915
May 1, 2025
vs Oct 1, 2022
Accounts1019increased by9
Jul 1, 2022AUM$1,377,959,000$1,394,879,690increased by$16,920,690
May 1, 2022AUM$745,194,556$1,377,959,000increased by$632,764,444
Apr 1, 2022Employees69increased by3
Apr 1, 2022Clients210increased by8
Apr 1, 2022AUM$110,531,982$745,194,556increased by$634,662,574
Apr 1, 2022Accounts210increased by8
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 “CONVERSANT CAPITAL” as a service provider on 5500mcp →

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