# Astatine Investment Partners

> 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.

- CRD: 311095
- Filed as: ASTATINE INVESTMENT PARTNERS
- Legal name: Astatine Asset Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwich, CT
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311095
- AdvisorCensus page: https://advisorcensus.com/firm/astatine-investment-partners-greenwich-ct-311095

## Quick answers

**How is Astatine Investment Partners compensated?**
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.

**Where is Astatine Investment Partners located?**
Astatine Investment Partners' principal office is in Greenwich, CT, according to its Form ADV.

**Is Astatine Investment Partners registered with the SEC or a state?**
Astatine Investment Partners is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 311095.

**How much does Astatine Investment Partners manage?**
Astatine Investment Partners reports $1,150,142,340 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (63% discretionary).

**How have Astatine Investment Partners' assets and staff changed since 2021?**
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.

**What types of clients does Astatine Investment Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Does Astatine Investment Partners 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/311095

**What changed in Astatine Investment Partners' recent Form ADV filings?**
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%).

## 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: $1,150,142,340
- Discretionary: $729,881,092
- Non-discretionary: $420,261,248

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $1,150,142,340 |

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

### Firm details
- Registered since: 2020 (5 years)
- Employees: 24 total, 20 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- astatineip.com
- LinkedIn @astatine-investment-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $308,208,000 | 33 | September 27, 2021 |
| October 2022 | $678,757,302 | 29 | May 13, 2022 |
| October 2023 | $826,660,772 | 24 | May 11, 2023 |
| October 2024 | $920,255,116 | 25 | March 29, 2024 |
| October 2025 | $1,024,450,641 | 23 | June 19, 2025 |
| October 2026 | $1,150,142,340 | 24 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Astatine Investment Partners (CRD 311095): Form ADV filing data as of October 2026.