Private fund adviser · New York, NY
Related Fund Management, LLC
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
- Regulatory AUM
- $14B
- Rank among private fund advisers
- #477 of 4,686
- Rank among all SEC RIAs
- #1,089 of 17,210
- Rank in New York
- #298 of 2,591
- Clients
- 41
- Accounts
- 41
- Discretionary
- 92% of AUM
- Employees
- 69
- Advisory staff
- 54
- Offices
- 4
Owners and executives on its Form ADV
- Justin E. MetzPresident
- Jeff T BlauExecutive Vice President
- Richard L. O'TooleExecutive Vice President
- James L KrausChief Financial Officer
- Suzanne N. ZachariasChief Compliance Officer
Custody and brokerage
Broker-dealer
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.
- Sand Capital LLC ↗CRD 298343
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 40 | $14B | 100% |
| Other | 1 | $38M | <1% |
Private funds
Related Fund Management, LLC reports 40 private funds with $14B in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Related Fund Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Related Fund Management, 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 848 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- 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 Related Fund Management, LLC manage?
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.
What kind of firm is Related Fund Management, LLC?
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.
Who are Related Fund Management, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($14.0 billion, 40 clients); other ($38 million, 1 clients).
Does Related Fund Management, LLC manage private funds?
Yes. It reports 40 private funds with $14.0 billion in gross assets, including real estate funds.
Does Related Fund Management, LLC have any disciplinary history?
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.
Where these numbers come from
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 →