# Activant Capital Group LLC

> Activant Capital Group LLC is an SEC-registered investment advisory firm in Darien, CT, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 173856
- Filed as: ACTIVANT CAPITAL GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Darien, CT
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173856
- AdvisorCensus page: https://advisorcensus.com/firm/activant-capital-group-llc-darien-ct-173856

## Quick answers

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

**Where is Activant Capital Group LLC located?**
Activant Capital Group LLC's principal office is in Darien, CT, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Activant Capital Group LLC registered with the SEC or a state?**
Activant Capital Group LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 173856.

**How much does Activant Capital Group LLC manage?**
Activant Capital Group LLC reports $1,608,332,256 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary).

**How have Activant Capital Group LLC's assets and staff changed since 2021?**
In the Form ADV data for Activant Capital Group LLC: Regulatory assets under management: $1,251,103,576 in the October 2021 data and $1,608,332,256 in the October 2026 data, up 29%. Total employees: 12 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Activant Capital Group LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (18).

**Does Activant Capital Group 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/173856

**What changed in Activant Capital Group LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 12. Regulatory assets under management went from $1,279,796,952 to $1,608,332,256 (+26%).

## 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: $1,608,332,256
- Discretionary: $1,608,332,256
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 18 | $1,608,332,256 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 18 total, 12 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 October 2026 filing
- Berlin
- Cape Town
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- activantcapital.com
- LinkedIn @Activant
- X @ActivantCapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,251,103,576 | 12 | March 31, 2021 |
| October 2022 | $2,540,236,650 | 15 | August 30, 2022 |
| October 2023 | $1,524,539,690 | 20 | March 31, 2023 |
| October 2024 | $1,241,140,446 | 20 | March 29, 2024 |
| October 2025 | $1,279,796,952 | 17 | March 31, 2025 |
| October 2026 | $1,608,332,256 | 18 | September 30, 2026 |

Regulatory assets under management: $1,251,103,576 in the October 2021 data and $1,608,332,256 in the October 2026 data, up 29%.
Total employees: 12 in October 2021 and 18 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 12.
- Regulatory assets under management went from $1,279,796,952 to $1,608,332,256 (+26%).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Activant Capital Group LLC (CRD 173856): Form ADV filing data as of October 2026.