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LOCUST WOOD CAPITAL ADVISERS, LLC
CRD 135140 · SEC 801-72132
90 PARK AVENUE, FLOOR 27, NEW YORK, NY, 10016, United States
Phone
212-354-5404
Fax
212-354-5436
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.40B
Discretionary AUM
$4.40B
Team
12 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; PERFORMANCE-BASED ALLOCATIONS
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 3 | $60.0M |
| Pooled investment vehicles | 2 | $1.30B |
| Pension/profit sharing plans | 2 | $658.1M |
| Charitable organizations | 1 | $85.9M |
| State/municipal entities | 1 | $615.3M |
| Other investment advisers | 6 | $1.40B |
| Insurance companies | 1 | $37.0M |
| Sovereign wealth funds | 1 | $242.1M |
All web addresses on file
Official SEC filing: View on IAPD