{ "crd_number": 173020, "slug": "ae-industrial-partners-lp-boca-raton-fl-173020", "primary_business_name": "AE INDUSTRIAL PARTNERS, LP", "legal_name": "AE INDUSTRIAL PARTNERS, LP", "dbas": [], "city": "Boca Raton", "state": "FL", "country": "United States", "cbsa_code": "33100", "metro": { "cbsa_code": "33100", "common_name": "Miami", "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL", "path": "/advisors/fl/miami" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2015-04-21", "years_registered": 11, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 7722968998.0, "raum_discretionary": 7722968998.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 90, "advisory_employees": 49, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 7722968998.0, "count": 36 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "DC", "FL" ], "websites": [ "https://aeroequity.com", "https://linkedin.com/COMPANY/9222910" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173020", "city_as_filed": "BOCA RATON", "url": "https://advisorcensus.com/firm/ae-industrial-partners-lp-boca-raton-fl-173020", "display_name": "AE Industrial Partners, LP", "summary": "AE Industrial Partners, LP is an SEC-registered investment advisory firm in Boca Raton, FL, registered since 2015, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. AE Industrial Partners, LP (CRD 173020): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is AE Industrial Partners, LP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), AE Industrial Partners, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "Where is AE Industrial Partners, LP located?", "a": "AE Industrial Partners, LP's principal office is in Boca Raton, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is AE Industrial Partners, LP registered with the SEC or a state?", "a": "AE Industrial Partners, LP is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 173020." }, { "q": "How much does AE Industrial Partners, LP manage?", "a": "AE Industrial Partners, LP reports $7,722,968,998 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have AE Industrial Partners, LP's assets and staff changed since 2021?", "a": "In the Form ADV data for AE Industrial Partners, LP: Regulatory assets under management: $3,305,230,660 in the October 2021 data and $7,722,968,998 in the October 2026 data, up 134%. Total employees: 41 in October 2021 and 90 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does AE Industrial Partners, LP serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (36)." }, { "q": "Does AE Industrial Partners, LP report any disciplinary disclosures?", "a": "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/173020" }, { "q": "What changed in AE Industrial Partners, LP's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 46 to 49. Regulatory assets under management went from $6,403,430,938 to $7,722,968,998 (+21%). Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 3305230660.0, "total_employees": 41, "filing_date": "2021-07-21" }, { "period": "2022-10-01", "regulatory_assets_under_management": 4930340710.0, "total_employees": 52, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 5574923554.0, "total_employees": 52, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 6233372296.0, "total_employees": 52, "filing_date": "2024-04-25" }, { "period": "2025-10-01", "regulatory_assets_under_management": 6403430938.0, "total_employees": 74, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 7722968998.0, "total_employees": 90, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 46 to 49.", "Regulatory assets under management went from $6,403,430,938 to $7,722,968,998 (+21%).", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/ae-industrial-partners-lp-boca-raton-fl-173020.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 36, "fewer_than_5": false, "raum": 7722968998.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173020", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }