# Anzu Partners, LLC

> 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.

- CRD: 288985
- Filed as: ANZU PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: August 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288985
- AdvisorCensus page: https://advisorcensus.com/firm/anzu-partners-llc-tampa-fl-288985

## Quick answers

**How is Anzu Partners, LLC compensated?**
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.

**Where is Anzu Partners, LLC located?**
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).

**Is Anzu Partners, LLC registered with the SEC or a state?**
Anzu Partners, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 288985.

**How much does Anzu Partners, LLC manage?**
Anzu Partners, LLC reports $1,080,874,904 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (100% discretionary).

**How have Anzu Partners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Anzu Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (22).

**Does Anzu 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/288985

**What changed in Anzu Partners, LLC's recent Form ADV filings?**
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%).

## 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: $1,080,874,904
- Discretionary: $1,080,874,904
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 22 | $1,080,874,904 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 49 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, FL, GA, MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Atlanta, GA
- Boston, MA
- La Jolla, CA
- Manchester, NH
- Washington, DC

### Websites listed on Form ADV (Item 1.I)
- anzupartners.com
- LinkedIn @9324633
- X @ANZUPARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $381,941,834 | 51 | April 28, 2021 |
| October 2022 | $1,030,581,474 | 78 | June 17, 2022 |
| October 2023 | $974,925,553 | 63 | March 20, 2023 |
| October 2024 | $1,038,441,111 | 62 | March 22, 2024 |
| October 2025 | $975,853,540 | 54 | May 2, 2025 |
| October 2026 | $1,080,874,904 | 49 | August 11, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 10 to 9.
- Regulatory assets under management went from $975,853,540 to $1,080,874,904 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Anzu Partners, LLC (CRD 288985): Form ADV filing data as of October 2026.