{ "crd_number": 284477, "slug": "asana-partners-lp-charlotte-nc-284477", "primary_business_name": "ASANA PARTNERS, LP", "legal_name": "ASANA PARTNERS, LP", "dbas": [], "city": "Charlotte", "state": "NC", "country": "United States", "cbsa_code": "16740", "metro": { "cbsa_code": "16740", "common_name": "Charlotte", "msa_name": "Charlotte-Concord-Gastonia, NC-SC", "path": "/advisors/nc/charlotte" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2016-07-22", "years_registered": 10, "period": "2026-10-01", "filing_date": "2026-04-28", "carried_forward": false, "raum_total": 8352269105.0, "raum_discretionary": 7830490100.0, "raum_non_discretionary": 521779005.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 125, "advisory_employees": 61, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 8352269105.0, "count": 9 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CO", "GA", "NC", "SC" ], "websites": [ "https://asanapartners.com", "https://facebook.com/ASANAPARTNERS", "https://instagram.com/ASANAPARTNERS", "https://linkedin.com/COMPANY/ASANA-PARTNERS", "https://twitter.com/ASANAPARTNERS", "https://x.com/ASANAPARTNERS" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284477", "city_as_filed": "CHARLOTTE", "url": "https://advisorcensus.com/firm/asana-partners-lp-charlotte-nc-284477", "display_name": "Asana Partners, LP", "summary": "Asana Partners, LP is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2016, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated April 28, 2026.", "citation": "AdvisorCensus. Asana Partners, LP (CRD 284477): 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 Asana Partners, LP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Asana Partners, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "Where is Asana Partners, LP located?", "a": "Asana Partners, LP's principal office is in Charlotte, NC, according to its Form ADV; the May 2026 filing also lists 5 other offices (Schedule D, Section 1.F)." }, { "q": "Is Asana Partners, LP registered with the SEC or a state?", "a": "Asana Partners, LP is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 284477." }, { "q": "How much does Asana Partners, LP manage?", "a": "Asana Partners, LP reports $8,352,269,105 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (94% discretionary)." }, { "q": "How have Asana Partners, LP's assets and staff changed since 2021?", "a": "In the Form ADV data for Asana Partners, LP: Regulatory assets under management: $3,575,172,198 in the October 2021 data and $8,352,269,105 in the October 2026 data, up 134%. Total employees: 74 in October 2021 and 125 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Asana 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) (9)." }, { "q": "Does Asana 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/284477" }, { "q": "What changed in Asana Partners, LP's recent Form ADV filings?", "a": "In the May 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 3575172198.0, "total_employees": 74, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 6301314460.0, "total_employees": 92, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 6904879783.0, "total_employees": 105, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 7143965742.0, "total_employees": 117, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 7022388388.0, "total_employees": 121, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 8352269105.0, "total_employees": 125, "filing_date": "2026-04-28" } ], "recent_changes": [ { "period": "2026-05-01", "period_label": "May 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 59 to 61.", "Regulatory assets under management went from $7,022,388,388 to $8,352,269,105 (+19%).", "Changed its office addresses in Atlanta, GA." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/asana-partners-lp-charlotte-nc-284477.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 9, "fewer_than_5": false, "raum": 8352269105.0 } ], "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/284477", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }