{
  "crd_number": 311095,
  "slug": "astatine-investment-partners-greenwich-ct-311095",
  "primary_business_name": "ASTATINE INVESTMENT PARTNERS",
  "legal_name": "ASTATINE ASSET MANAGEMENT LLC",
  "dbas": [],
  "city": "Greenwich",
  "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": "2020-11-23",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 1150142340.0,
  "raum_discretionary": 729881092.0,
  "raum_non_discretionary": 420261248.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 24,
  "advisory_employees": 20,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 1150142340.0,
      "count": 6
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT"
  ],
  "websites": [
    "https://astatineip.com",
    "https://linkedin.com/company/astatine-investment-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311095",
  "city_as_filed": "GREENWICH",
  "url": "https://advisorcensus.com/firm/astatine-investment-partners-greenwich-ct-311095",
  "display_name": "Astatine Investment Partners",
  "summary": "Astatine Investment Partners is an SEC-registered investment advisory firm in Greenwich, CT, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Astatine Investment Partners (CRD 311095): 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 Astatine Investment Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Astatine Investment Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Astatine Investment Partners located?",
      "a": "Astatine Investment Partners' principal office is in Greenwich, CT, according to its Form ADV."
    },
    {
      "q": "Is Astatine Investment Partners registered with the SEC or a state?",
      "a": "Astatine Investment Partners is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 311095."
    },
    {
      "q": "How much does Astatine Investment Partners manage?",
      "a": "Astatine Investment Partners reports $1,150,142,340 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (63% discretionary)."
    },
    {
      "q": "How have Astatine Investment Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Astatine Investment Partners: Regulatory assets under management: $308,208,000 in the October 2021 data and $1,150,142,340 in the October 2026 data, up 273%. Total employees: 33 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Astatine Investment Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6)."
    },
    {
      "q": "Does Astatine Investment Partners 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/311095"
    },
    {
      "q": "What changed in Astatine Investment Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 16 to 20. Regulatory assets under management went from $1,024,450,641 to $1,150,142,340 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 308208000.0,
      "total_employees": 33,
      "filing_date": "2021-09-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 678757302.0,
      "total_employees": 29,
      "filing_date": "2022-05-13"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 826660772.0,
      "total_employees": 24,
      "filing_date": "2023-05-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 920255116.0,
      "total_employees": 25,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1024450641.0,
      "total_employees": 23,
      "filing_date": "2025-06-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1150142340.0,
      "total_employees": 24,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 16 to 20.",
        "Regulatory assets under management went from $1,024,450,641 to $1,150,142,340 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/astatine-investment-partners-greenwich-ct-311095.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 1150142340.0
    }
  ],
  "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/311095",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}