Data / Investment advisers / New York / Advantage Capital Management
Advantage Capital Management, New York, NY: $8.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Advantage Capital Management is an SEC registered investment adviser with its main office in New York, New York and reports $8.3 billion in regulatory assets under management in its Form ADV filed September 22, 2026. Its clients include insurance companies and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 6 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 171128
- SEC file number
- 801-79707
- SEC status
- Approved, effective May 14, 2014
- Legal name
- Advantage Capital Management LLC
- Main office
- 1180 Avenue of the Americas 21st Floor, New York, NY 10036
- Phone
- (332) 245-3563
- Regulatory AUM
- $8,260,036,906 in the Form ADV filed September 22, 2026
- Discretionary AUM
- $8,079,389,864
- Non discretionary AUM
- $180,647,042
- Accounts
- 72
- Employees
- 30, of which 26 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 6: 6 other private funds
- Gross assets of private funds
- $534,136,987
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 8 | $7.82 billion |
| Pooled investment vehicles | 5 | $441.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $8.26 billion | March 23, 2026 |
| December 1, 2025 | $9.30 billion | September 2, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Midocean Credit Partners | New York | $8.46 billion | 46 | adviserinfo.sec.gov |
| BNY Mellon Securities Corporation | New York | $8.45 billion | Not listed | adviserinfo.sec.gov |
| Douglas C. Lane & Associates | New York | $8.44 billion | Not listed | adviserinfo.sec.gov |
| Vista Credit Partners, L.P. | New York | $8.42 billion | 29 | adviserinfo.sec.gov |
| SK Capital Partners | New York | $8.36 billion | 28 | adviserinfo.sec.gov |
| Samsung Asset Management (New York), Inc. | New York | $8.17 billion | Not listed | adviserinfo.sec.gov |
| Starboard Value LP | New York | $8.15 billion | 2 | adviserinfo.sec.gov |
| Rhone Group L.L.C. | New York | $8.15 billion | 11 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving insurance companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Advantage Capital Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.