{ "crd_number": 309151, "slug": "anabranch-capital-management-lp-stamford-ct-309151", "primary_business_name": "ANABRANCH CAPITAL MANAGEMENT, LP", "legal_name": "ANABRANCH CAPITAL MANAGEMENT, LP", "dbas": [], "city": "Stamford", "state": "CT", "country": "United States", "cbsa_code": "14860", "metro": { "cbsa_code": "14860", "common_name": "Bridgeport", "msa_name": "Bridgeport-Stamford-Danbury, CT", "path": "/advisors/ct/bridgeport" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2020-06-05", "years_registered": 6, "period": "2026-10-01", "filing_date": "2026-03-17", "carried_forward": false, "raum_total": 396991787.0, "raum_discretionary": 396991787.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 4, "advisory_employees": 2, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 396991787.0, "count": 4 } }, "compensation_types": [ "other", "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CT" ], "websites": [ "https://anabranchcap.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309151", "city_as_filed": "STAMFORD", "url": "https://advisorcensus.com/firm/anabranch-capital-management-lp-stamford-ct-309151", "display_name": "Anabranch Capital Management, LP", "summary": "Anabranch Capital Management, LP is an SEC-registered investment advisory firm in Stamford, CT, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.", "citation": "AdvisorCensus. Anabranch Capital Management, LP (CRD 309151): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Anabranch Capital Management, LP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Anabranch Capital Management, LP reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Anabranch Capital Management, LP located?", "a": "Anabranch Capital Management, LP's principal office is in Stamford, CT, according to its Form ADV." }, { "q": "Is Anabranch Capital Management, LP registered with the SEC or a state?", "a": "Anabranch Capital Management, LP is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309151." }, { "q": "How much does Anabranch Capital Management, LP manage?", "a": "Anabranch Capital Management, LP reports $396,991,787 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary)." }, { "q": "How have Anabranch Capital Management, LP's assets and staff changed since 2021?", "a": "In the Form ADV data for Anabranch Capital Management, LP: Regulatory assets under management: $173,171,286 in the October 2021 data and $396,991,787 in the October 2026 data, up 129%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Anabranch Capital Management, LP serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4)." }, { "q": "Does Anabranch Capital Management, 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/309151" }, { "q": "What changed in Anabranch Capital Management, LP's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $318,959,199 to $396,991,787 (+24%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 173171286.0, "total_employees": 4, "filing_date": "2021-03-23" }, { "period": "2022-10-01", "regulatory_assets_under_management": 212058681.0, "total_employees": 4, "filing_date": "2022-09-07" }, { "period": "2023-10-01", "regulatory_assets_under_management": 142965060.0, "total_employees": 3, "filing_date": "2023-10-03" }, { "period": "2024-10-01", "regulatory_assets_under_management": 241617434.0, "total_employees": 3, "filing_date": "2024-03-25" }, { "period": "2025-10-01", "regulatory_assets_under_management": 318959199.0, "total_employees": 4, "filing_date": "2025-03-18" }, { "period": "2026-10-01", "regulatory_assets_under_management": 396991787.0, "total_employees": 4, "filing_date": "2026-03-17" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $318,959,199 to $396,991,787 (+24%)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/anabranch-capital-management-lp-stamford-ct-309151.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 4, "fewer_than_5": false, "raum": 396991787.0 } ], "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/309151", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }