# Achieve Partners Management, LLC

> Achieve Partners Management, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 299883
- Filed as: ACHIEVE PARTNERS MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299883
- AdvisorCensus page: https://advisorcensus.com/firm/achieve-partners-management-llc-new-york-ny-299883

## Quick answers

**How is Achieve Partners Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Achieve Partners Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Achieve Partners Management, LLC located?**
Achieve Partners Management, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Achieve Partners Management, LLC registered with the SEC or a state?**
Achieve Partners Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 299883.

**How much does Achieve Partners Management, LLC manage?**
Achieve Partners Management, LLC reports $672,323,975 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Achieve Partners Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Achieve Partners Management, LLC: Regulatory assets under management: $157,998,474 in the October 2021 data and $672,323,975 in the October 2026 data, up 326%. Total employees: 3 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Achieve Partners Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (15); investment companies (1).

**Does Achieve Partners Management, LLC 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/299883

## 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: $672,323,975
- Discretionary: $672,323,975
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 15 | $672,323,975 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 12 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- achievepartners.com
- LinkedIn @achieve-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $157,998,474 | 3 | September 28, 2021 |
| October 2022 | $278,477,218 | 3 | March 29, 2022 |
| October 2023 | $444,392,061 | 8 | April 26, 2023 |
| October 2024 | $602,750,106 | 14 | March 25, 2024 |
| October 2025 | $722,253,809 | 12 | April 30, 2025 |
| October 2026 | $672,323,975 | 12 | March 31, 2026 |

Regulatory assets under management: $157,998,474 in the October 2021 data and $672,323,975 in the October 2026 data, up 326%.
Total employees: 3 in October 2021 and 12 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Achieve Partners Management, LLC (CRD 299883): Form ADV filing data as of October 2026.