Data / Investment advisers / New York / Arax Advisory Partners
Arax Advisory Partners, New York, NY: $26.5 billion AUM, SEC registered investment adviser
Arax Advisory Partners is an SEC registered investment adviser with its main office in New York, New York and reports $26.5 billion in regulatory assets under management in its Form ADV filed October 27, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 17 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 133535
- SEC file number
- 801-67165
- SEC status
- Approved, effective September 20, 2006
- Legal name
- Arax Advisory Partners, LLC
- Main office
- 10 East 53rd Street 14th Floor, New York, NY 10022
- Phone
- (646) 777-1823
- Regulatory AUM
- $26,524,973,206 in the Form ADV filed October 27, 2026
- Discretionary AUM
- $23,831,173,811
- Non discretionary AUM
- $2,693,799,395
- Accounts
- 39,138
- Employees
- 361, of which 168 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees, other fees
- Private funds
- 17: 12 private equity funds, 3 real estate funds, 2 other private funds
- Gross assets of private funds
- $571,275,258
- Other offices
- 38
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- October 27, 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 |
|---|---|---|
| High net worth individuals | 4,949 | $21.24 billion |
| Individuals (other than high net worth individuals) | 10,206 | $3.05 billion |
| Corporations or other businesses | 312 | $1.41 billion |
| Charitable organizations | 130 | $298.7 million |
| Pension and profit sharing plans | 53 | $285.2 million |
| Pooled investment vehicles | 12 | $235.1 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 |
|---|---|---|
| August 3, 2026 | $26.52 billion | July 31, 2026 |
| July 1, 2026 | $23.18 billion | June 23, 2026 |
| March 2, 2026 | $11.30 billion | February 25, 2026 |
| December 1, 2025 | $8.96 billion | November 17, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Anchorage Capital Advisors, L.P. | New York | $27.83 billion | 84 | adviserinfo.sec.gov |
| Towerbrook Capital Partners | New York | $27.67 billion | 61 | adviserinfo.sec.gov |
| Bregal Investments, Inc. | New York | $27.55 billion | 44 | adviserinfo.sec.gov |
| Kirkoswald Asset Management LLC | New York | $27.16 billion | 4 | adviserinfo.sec.gov |
| Aquarian Holdings Investment Management LLC | New York | $26.70 billion | 12 | adviserinfo.sec.gov |
| Summit Rock Advisors, LP | New York | $26.18 billion | 21 | adviserinfo.sec.gov |
| Fred Alger Management, LLC | New York | $26.14 billion | 2 | adviserinfo.sec.gov |
| Blue Owl Insurance Solutions | New York | $25.84 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Arax Advisory Partners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.