{ "crd_number": 288985, "slug": "anzu-partners-llc-tampa-fl-288985", "primary_business_name": "ANZU PARTNERS, LLC", "legal_name": "ANZU PARTNERS, LLC", "dbas": [], "city": "Tampa", "state": "FL", "country": "United States", "cbsa_code": "45300", "metro": { "cbsa_code": "45300", "common_name": "Tampa", "msa_name": "Tampa-St. Petersburg-Clearwater, FL", "path": "/advisors/fl/tampa" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2020-08-20", "years_registered": 6, "period": "2026-10-01", "filing_date": "2026-08-11", "carried_forward": false, "raum_total": 1080874904.0, "raum_discretionary": 1080874904.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 49, "advisory_employees": 9, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 1080874904.0, "count": 22 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "DC", "FL", "GA", "MA", "NH" ], "websites": [ "https://anzupartners.com", "https://linkedin.com/COMPANY/9324633", "https://x.com/ANZUPARTNERS" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288985", "city_as_filed": "TAMPA", "url": "https://advisorcensus.com/firm/anzu-partners-llc-tampa-fl-288985", "display_name": "Anzu Partners, LLC", "summary": "Anzu Partners, LLC is an SEC-registered investment advisory firm in Tampa, FL, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 11, 2026.", "citation": "AdvisorCensus. Anzu Partners, LLC (CRD 288985): 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 Anzu Partners, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Anzu Partners, 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." }, { "q": "Where is Anzu Partners, LLC located?", "a": "Anzu Partners, LLC's principal office is in Tampa, FL, according to its Form ADV; the September 2026 filing also lists 5 other offices (Schedule D, Section 1.F)." }, { "q": "Is Anzu Partners, LLC registered with the SEC or a state?", "a": "Anzu Partners, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 288985." }, { "q": "How much does Anzu Partners, LLC manage?", "a": "Anzu Partners, LLC reports $1,080,874,904 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (100% discretionary)." }, { "q": "How have Anzu Partners, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Anzu Partners, LLC: Regulatory assets under management: $381,941,834 in the October 2021 data and $1,080,874,904 in the October 2026 data, up 183%. Total employees: 51 in October 2021 and 49 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Anzu Partners, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (22)." }, { "q": "Does Anzu Partners, LLC 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/288985" }, { "q": "What changed in Anzu Partners, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 10 to 9. Regulatory assets under management went from $975,853,540 to $1,080,874,904 (+11%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 381941834.0, "total_employees": 51, "filing_date": "2021-04-28" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1030581474.0, "total_employees": 78, "filing_date": "2022-06-17" }, { "period": "2023-10-01", "regulatory_assets_under_management": 974925553.0, "total_employees": 63, "filing_date": "2023-03-20" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1038441111.0, "total_employees": 62, "filing_date": "2024-03-22" }, { "period": "2025-10-01", "regulatory_assets_under_management": 975853540.0, "total_employees": 54, "filing_date": "2025-05-02" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1080874904.0, "total_employees": 49, "filing_date": "2026-08-11" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 10 to 9.", "Regulatory assets under management went from $975,853,540 to $1,080,874,904 (+11%)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/anzu-partners-llc-tampa-fl-288985.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 22, "fewer_than_5": false, "raum": 1080874904.0 } ], "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/288985", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }