# 50T Funds

> 50T Funds is an SEC-registered investment advisory firm in New York, NY, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 326720
- Filed as: 50T FUNDS
- Legal name: 50T Holdings, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326720
- AdvisorCensus page: https://advisorcensus.com/firm/50t-funds-new-york-ny-326720

## Quick answers

**How is 50T Funds compensated?**
On its Form ADV (Item 5.E, October 2026), 50T Funds reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is 50T Funds located?**
50T Funds' principal office is in New York, NY, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is 50T Funds registered with the SEC or a state?**
50T Funds is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 326720.

**How much does 50T Funds manage?**
50T Funds reports $1,659,746,676 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (87% discretionary).

**How have 50T Funds' assets and staff changed since 2023?**
In the Form ADV data for 50T Funds: Regulatory assets under management: $28,516,380 in the October 2024 data and $1,659,746,676 in the October 2026 data, up 5720%. Total employees: 12 in October 2023 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does 50T Funds serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (24).

**Does 50T Funds report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326720

**What changed in 50T Funds' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 12 to 11. Regulatory assets under management went from $103,152,349 to $1,666,710,474 (+1516%). Registered or notice-filed in NY. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,659,746,676
- Discretionary: $1,449,237,159
- Non-discretionary: $210,509,517

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 24 | $1,659,746,676 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 17 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Greenwich, CT

### Websites listed on Form ADV (Item 1.I)
- 50tfunds.com
- LinkedIn @50t

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | 12 | May 15, 2023 |
| October 2024 | $28,516,380 | 16 | March 13, 2024 |
| October 2025 | $103,152,349 | 16 | April 22, 2025 |
| October 2026 | $1,659,746,676 | 17 | April 30, 2026 |

Regulatory assets under management: $28,516,380 in the October 2024 data and $1,659,746,676 in the October 2026 data, up 5720%.
Total employees: 12 in October 2023 and 17 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 12 to 11.
- Regulatory assets under management went from $103,152,349 to $1,666,710,474 (+1516%).
- Registered or notice-filed in NY.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Changed its legal name from 1 Roundtable Partners LLC to 50T Holdings, LLC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 50T Funds (CRD 326720): Form ADV filing data as of October 2026.
