Private fund adviser · Pasadena, CA
Felicitas Global Partners, LLC
SEC-registered investment adviser · CRD 292411 · SEC 801-112594
At a glance
Felicitas Global Partners, LLC is an SEC-registered investment adviser based in Pasadena, California, with $804 million in regulatory assets under management as of its Form ADV filed August 6, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 2,535th of 4,686 private fund advisers and 6,072nd of 17,210 SEC-registered advisers by assets.
Main office 310-461-8990felicitasgp.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $804M
- Rank among private fund advisers
- #2,535 of 4,686
- Rank among all SEC RIAs
- #6,072 of 17,210
- Rank in California
- #706 of 1,873
- Clients
- 17
- Accounts
- 17
- Discretionary
- 100% of AUM
- Employees
- 15
- Advisory staff
- 9
- Offices
- 1
Owners and executives on its Form ADV
- Bonar M. ChhayManaging Partner
- Pascal StalderChief Compliance Officer
Custody and brokerage
Custodian
Felicitas Global Partners, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 16 | $695M | 86% |
| Investment companies | 1 | $109M | 14% |
Private funds
Felicitas Global Partners, LLC reports 12 private funds with $666M in gross assets: private equity funds, venture capital funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Felicitas Global Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗felicitasgp.com ↗
AtlasMembers
The full record on Felicitas Global Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 2,223 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Felicitas Global Partners, LLC manage?
Felicitas Global Partners, LLC reports $804 million in regulatory assets under management across 17 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 6, 2026.
What kind of firm is Felicitas Global Partners, LLC?
Felicitas Global Partners, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Felicitas Global Partners, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($695 million, 16 clients); investment companies ($109 million, 1 clients).
Does Felicitas Global Partners, LLC manage private funds?
Yes. It reports 12 private funds with $666 million in gross assets, including private equity funds, venture capital funds, other private funds.
Does Felicitas Global Partners, LLC have any disciplinary history?
Felicitas Global Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Felicitas Global Partners, 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 (2026-08-06), 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 →