Asset manager · New York, NY
Lisanti Capital Growth LLC
SEC-registered investment adviser · CRD 130023 · SEC 801-62639
At a glance
Lisanti Capital Growth LLC is an SEC-registered investment adviser based in New York, New York, with $432 million in regulatory assets under management as of its Form ADV filed July 17, 2026. Its largest client group by assets is state or municipal government entities. By Form ADV it is a asset manager, ranked 1,757th of 3,218 asset managers and 8,447th of 17,210 SEC-registered advisers by assets.
Main office 332-262-3100lisanticap.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $432M
- Rank among asset managers
- #1,757 of 3,218
- Rank among all SEC RIAs
- #8,447 of 17,210
- Rank in New York
- #1,559 of 2,591
- Clients
- 18
- Accounts
- 20
- Discretionary
- 100% of AUM
- Employees
- 4
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Mary LisantiPresident/managing Member
- Monique SchulmanCCO
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Dinosaur Financial Group, L.l.c.
- Dinosaur Financial Group, L.l.c ↗CRD 104446
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| State or municipal government entities | 12 | $313M | 72% |
| Pooled investment vehicles | 1 | $67M | 16% |
| Charitable organizations | 4 | $18M | 4% |
| Investment companies | 1 | $18M | 4% |
| Pension and profit sharing plans | – | $13M | 3% |
| High-net-worth individuals | – | $3M | <1% |
Disciplinary disclosures
Lisanti Capital Growth LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗lisanticap.com ↗
AtlasMembers
The full record on Lisanti Capital Growth 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, ten years of filings
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- Growth over one, three and five years
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- Rank against 989 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
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Lisanti Capital Growth LLC manage?
Lisanti Capital Growth LLC reports $432 million in regulatory assets under management across 20 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 17, 2026.
What kind of firm is Lisanti Capital Growth LLC?
Lisanti Capital Growth LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Lisanti Capital Growth LLC’s clients?
By assets, its largest client types are state or municipal government entities ($313 million, 12 clients); pooled investment vehicles ($67 million, 1 clients); charitable organizations ($18 million, 4 clients).
Does Lisanti Capital Growth LLC have any disciplinary history?
Lisanti Capital Growth 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 Lisanti Capital Growth 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 (2026-07-17), 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 →