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SEC data October 1, 2026
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SEC data October 1, 2026
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Sign in or start freePrivate fund adviser · New York, NY
SEC-registered investment adviser · CRD 156543 · SEC 801-74288
At a glance
Related Fund Management, LLC is an SEC-registered investment adviser based in New York, New York, with $14.0 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 477th of 4,686 private fund advisers and 1,089th of 17,210 SEC-registered advisers by assets.
Main office 212-801-1000As filed on Form ADV
Hybrid RIA
Related Fund Management, LLC is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Sand Capital LLC.
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 40 | $14B | 100% |
| Other | 1 | $38M | <1% |
Related Fund Management, LLC reports 40 private funds with $14B in gross assets: real estate funds (Form ADV Item 7.B).
Related Fund Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
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Related Fund Management, LLC reports $14.0 billion in regulatory assets under management across 41 accounts, 92% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
Related Fund Management, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
By assets, its largest client types are pooled investment vehicles ($14.0 billion, 40 clients); other ($38 million, 1 clients).
Yes. It reports 40 private funds with $14.0 billion in gross assets, including real estate funds.
Related Fund Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Every figure is Related Fund Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →