Wealth manager, independent · New York, NY
Raga Partners LP
SEC-registered investment adviser · CRD 316791 · SEC 801-122716
At a glance
Raga Partners LP is an SEC-registered investment adviser based in New York, New York, with $2.2 billion in regulatory assets under management as of its Form ADV filed May 4, 2026. Its largest client group by assets is high-net-worth individuals. By Form ADV it is a wealth manager, ranked 722nd of 8,915 wealth managers and 3,445th of 17,210 SEC-registered advisers by assets.
Main office 646-566-5209ragapartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.2B
- Rank among wealth managers
- #722 of 8,915
- Rank among all SEC RIAs
- #3,445 of 17,210
- Rank in New York
- #818 of 2,591
- Clients
- 1
- Accounts
- 4
- Discretionary
- 13% of AUM
- Employees
- 12
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Atul S. JoshiManaging Partner
- Matthew J. SenatoreChief Compliance Officer
- Matthew J. SenatoreChief Legal Officer
- Noel SullivanDirector
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | – | $1.9B | 85% |
| Pooled investment vehicles | 1 | $289M | 13% |
| Charitable organizations | – | $45M | 2% |
Private funds
Raga Partners LP reports 1 private funds with $109M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Raga Partners LP 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 pooled investment vehicles
- Selecting other advisers
- Other services
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 ↗ragapartners.com ↗
AtlasMembers
The full record on Raga Partners LP
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, 4 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 1,808 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Raga Partners LP manage?
Raga Partners LP reports $2.2 billion in regulatory assets under management across 4 accounts, 13% of it on a discretionary basis, on its Form ADV filed May 4, 2026.
What kind of firm is Raga Partners LP?
Raga Partners LP is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Raga Partners LP’s clients?
By assets, its largest client types are high-net-worth individuals ($1.9 billion); pooled investment vehicles ($289 million, 1 clients); charitable organizations ($45 million).
Does Raga Partners LP manage private funds?
Yes. It reports 1 private funds with $109 million in gross assets, including private equity funds.
Does Raga Partners LP have any disciplinary history?
Raga Partners LP 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 Raga Partners LP’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 (2026-05-04), 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 →