# Aldrich Capital Partners LLC

> Aldrich Capital Partners LLC is an SEC-registered investment advisory firm in McLean, VA, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2025.

- CRD: 283127
- Filed as: ALDRICH CAPITAL PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: McLean, VA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2025
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283127
- AdvisorCensus page: https://advisorcensus.com/firm/aldrich-capital-partners-llc-mclean-va-283127

## Quick answers

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

**Where is Aldrich Capital Partners LLC located?**
Aldrich Capital Partners LLC's principal office is in McLean, VA, according to its Form ADV.

**Is Aldrich Capital Partners LLC registered with the SEC or a state?**
Aldrich Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 283127.

**How much does Aldrich Capital Partners LLC manage?**
Aldrich Capital Partners LLC reports $1,117,530,189 in regulatory assets under management in its Form ADV filing dated March 31, 2025 (100% discretionary).

**How have Aldrich Capital Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Aldrich Capital Partners LLC: Regulatory assets under management: $501,874,229 in the October 2021 data and $1,117,530,189 in the October 2026 data, up 123%. Total employees: 37 in October 2021 and 52 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Aldrich Capital Partners LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (14).

**Does Aldrich Capital Partners 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/283127

## 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: $1,117,530,189
- Discretionary: $1,117,530,189
- 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) | 14 | $1,117,530,189 |
| 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: 2017 (8 years)
- Employees: 52 total, 23 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- aldrichcap.com
- Facebook @ALDRICH-CAPITAL-PARTNERS-1469198223358728
- LinkedIn @ALDRICH-CAPITAL-PARTNERS
- X @ALDRICHCAPITAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $501,874,229 | 37 | March 31, 2021 |
| October 2022 | $1,137,324,469 | 37 | March 31, 2022 |
| October 2023 | $1,085,580,084 | 48 | March 31, 2023 |
| October 2024 | $1,218,474,644 | 46 | March 30, 2024 |
| October 2025 | $1,117,530,189 | 52 | March 31, 2025 |
| October 2026 | $1,117,530,189 | 52 | March 31, 2025 |

Regulatory assets under management: $501,874,229 in the October 2021 data and $1,117,530,189 in the October 2026 data, up 123%.
Total employees: 37 in October 2021 and 52 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aldrich Capital Partners LLC (CRD 283127): Form ADV filing data as of October 2026.