# Asana Partners, LP

> 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.

- CRD: 284477
- Filed as: ASANA PARTNERS, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284477
- AdvisorCensus page: https://advisorcensus.com/firm/asana-partners-lp-charlotte-nc-284477

## Quick answers

**How is Asana Partners, LP compensated?**
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.

**Where is Asana Partners, LP located?**
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).

**Is Asana Partners, LP registered with the SEC or a state?**
Asana Partners, LP is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 284477.

**How much does Asana Partners, LP manage?**
Asana Partners, LP reports $8,352,269,105 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (94% discretionary).

**How have Asana Partners, LP's assets and staff changed since 2021?**
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.

**What types of clients does Asana Partners, LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does Asana Partners, LP 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/284477

**What changed in Asana Partners, LP's recent Form ADV filings?**
In the May 2026 filing data: Updated its list of owners and control persons (Schedule A).

## 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: $8,352,269,105
- Discretionary: $7,830,490,100
- Non-discretionary: $521,779,005

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $8,352,269,105 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 125 total, 61 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, GA, NC, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Atlanta, GA
- Columbia, SC
- Denver, CO
- Los Angeles, CA
- Somerville, MA

### Websites listed on Form ADV (Item 1.I)
- asanapartners.com
- Facebook @ASANAPARTNERS
- Instagram @ASANAPARTNERS
- LinkedIn @ASANA-PARTNERS
- X @ASANAPARTNERS
- X @ASANAPARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,575,172,198 | 74 | March 31, 2021 |
| October 2022 | $6,301,314,460 | 92 | March 31, 2022 |
| October 2023 | $6,904,879,783 | 105 | March 31, 2023 |
| October 2024 | $7,143,965,742 | 117 | March 28, 2024 |
| October 2025 | $7,022,388,388 | 121 | March 31, 2025 |
| October 2026 | $8,352,269,105 | 125 | April 28, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Asana Partners, LP (CRD 284477): Form ADV filing data as of October 2026.