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SYCAMORE TREE CAPITAL PARTNERS, L.P.

CRD 311555File 801-123678
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.54B
Top 25% of cohort (national)
Discretionary AUM
$3.54B
Clients
13
12 accounts
Employees
30
Top 25% of cohort in TX

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
FWRO
Registration date
Apr 8, 2022
Principal office
2101 CEDAR SPRINGS ROAD, SUITE 1250, DALLAS, TX, 75201
Phone
214-251-8250

Assets & accounts

ADV Item 5F
Total regulatory AUM
$3.54B
Discretionary AUM
$3.54B
Non-discretionary AUM
$0
Discretionary accounts
12
Non-discretionary accounts
0
Total accounts
12
AUM per client
$272.3M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other investment advisersFewer than 5$25.4M
Pooled investment vehicles12$3.51B

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Advisory activities

  • Other advisory activities
  • Portfolio management for businesses
  • 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

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.