Data / Investment advisers / California / Housatonic Partners
Housatonic Partners, San Francisco, CA: $1.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Housatonic Partners is an SEC registered investment adviser with its main office in San Francisco, California and reports $1.7 billion in regulatory assets under management in its Form ADV filed March 23, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and other fees. It advises 13 private funds.
The request: Watch Housatonic Partners (CRD number 157618): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 157618
- SEC file number
- 801-74152
- SEC status
- Approved, effective March 30, 2012
- Legal name
- Housatonic Management Company, Inc.
- Main office
- One Post Street Suite 2600, San Francisco, CA 94104
- Phone
- (415) 955-9020
- Regulatory AUM
- $1,709,619,379 in the Form ADV filed March 23, 2026
- Discretionary AUM
- $1,709,619,379
- Accounts
- 13
- Employees
- 16, of which 11 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, other fees
- Private funds
- 13: 13 private equity funds
- Gross assets of private funds
- $1,709,619,379
- Other offices
- 1
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 23, 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 |
|---|---|---|
| Pooled investment vehicles | 13 | $1.71 billion |
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 | $1.71 billion | March 23, 2026 |
| December 1, 2025 | $1.48 billion | July 24, 2025 |
Other advisers in San Francisco
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Numerai | San Francisco | $1.90 billion | 3 | adviserinfo.sec.gov |
| True Link Financial Advisors | San Francisco | $1.89 billion | Not listed | adviserinfo.sec.gov |
| Igp Industries, LLC | San Francisco | $1.85 billion | 4 | adviserinfo.sec.gov |
| Alta Park Capital, LP | San Francisco | $1.78 billion | 6 | adviserinfo.sec.gov |
| Amity Ventures | San Francisco | $1.74 billion | 27 | adviserinfo.sec.gov |
| Park Presidio Capital LLC | San Francisco | $1.65 billion | 2 | adviserinfo.sec.gov |
| Era Partners LLC | San Francisco | $1.65 billion | 13 | adviserinfo.sec.gov |
| Cordillera Investment Partners, L.P. | San Francisco | $1.64 billion | 27 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Francisco, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Housatonic Partners 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.