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Data / Investment advisers / New Jersey / Poetic Group LLC

Poetic Group LLC, Hackensack, NJ: $803 million AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Poetic Group LLC is an SEC registered investment adviser with its main office in Hackensack, New Jersey and reports $803 million in regulatory assets under management in its Form ADV filed June 2, 2026. Its clients include pooled investment vehicles and corporations and other businesses. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 3 private funds.

The request: Watch Poetic Group LLC (CRD number 293886): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.

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Registration
SEC registered investment adviser
CRD number
293886
SEC file number
801-117375
SEC status
Approved, effective September 26, 2019
Main office
411 Hackensack Avenue Suite 200, Hackensack, NJ 07601
Phone
(646) 793-4551
Website
poethillcap.com
Regulatory AUM
$802,528,734 in the Form ADV filed June 2, 2026
Discretionary AUM
$794,835,264
Non discretionary AUM
$7,693,470
Accounts
10
Employees
9, of which 4 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, performance based fees, other fees
Private funds
3: 3 hedge funds
Gross assets of private funds
$723,437,298
Umbrella registration
1 relying advisers
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
June 2, 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 typeClientsAUM
Pooled investment vehicles6$765.3 million
Corporations or other businessesFewer than 5$25.9 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 ofAUMForm ADV filed
April 1, 2026$802.5 millionMarch 18, 2026
December 1, 2025$604.5 millionAugust 5, 2025

Other advisers in New Jersey

AdviserCityAUMPrivate fundsSource
Atlas Private Wealth AdvisorsRed Bank$859.8 millionNot listedadviserinfo.sec.gov
Thames Capital Management, LLCRoseland$830.5 million1adviserinfo.sec.gov
Redblack Advisers, Inc.Oradell$823.6 millionNot listedadviserinfo.sec.gov
Fortis Group Advisors LLCWestwood$822.4 millionNot listedadviserinfo.sec.gov
Barnegat Fund Management Inc.Hoboken$803.4 million1adviserinfo.sec.gov
Parisi Gray Wealth Management, LLCMendham$796 millionNot listedadviserinfo.sec.gov
McRae Capital Management Inc.Morristown$795 millionNot listedadviserinfo.sec.gov
Vestgen Investment ManagementEgg Harbor TWP.$786.6 millionNot listedadviserinfo.sec.gov

Also on SpecStream

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.