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FITZWALTER CAPITAL (US) LLC

CRD 311629File 801-119898
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.19B
Top 25% of cohort (national)
Discretionary AUM
$3.19B
Clients
10
10 accounts
Employees
9
Above cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Jan 4, 2021
Principal office
106 WEST 56TH STREET, NEW YORK, NY, 10019
Phone
212-476-7746

Assets & accounts

ADV Item 5F
Total regulatory AUM
$3.19B
Discretionary AUM
$3.19B
Non-discretionary AUM
$0
Discretionary accounts
10
Non-discretionary accounts
0
Total accounts
10
AUM per client
$318.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles10$3.19B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees

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
Yes
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.