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FUNDAMENTAL ADVISORS LP
CRD 157899 · SEC 801-73278
745 FIFTH AVE, 25TH FLOOR, NEW YORK, NY, 10151, United States
Phone
212-205-5000
Fax
212-205-5050
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.09B
Discretionary AUM
$4.09B
Team
44 total employees; 27 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; REFER TO DISCUSSION OF OTHER FEES IN ITEM 5 OF FORM ADV PART 2A
Org form
Limited Partnership
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)FUNDAMENTAL ASSET MANAGEMENT LLC IS AN ASSET MANAGEMENT BUSINESS FORMED BY FUNDAMENTAL ADVISORS IN 2009
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 14 | $4.09B |
States served
CA, NY
All web addresses on file
Official SEC filing: View on IAPD