# Avidity Partners Management LP

> Avidity Partners Management LP is an SEC-registered investment advisory firm in Dallas, TX, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 304628
- Filed as: AVIDITY PARTNERS MANAGEMENT LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304628
- AdvisorCensus page: https://advisorcensus.com/firm/avidity-partners-management-lp-dallas-tx-304628

## Quick answers

**How is Avidity Partners Management LP compensated?**
On its Form ADV (Item 5.E, October 2026), Avidity Partners Management LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Avidity Partners Management LP located?**
Avidity Partners Management LP's principal office is in Dallas, TX, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Avidity Partners Management LP registered with the SEC or a state?**
Avidity Partners Management LP is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 304628.

**How much does Avidity Partners Management LP manage?**
Avidity Partners Management LP reports $1,059,191,006 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Avidity Partners Management LP's assets and staff changed since 2021?**
In the Form ADV data for Avidity Partners Management LP: Regulatory assets under management: $6,209,199,781 in the October 2021 data and $1,059,191,006 in the October 2026 data, down 83%. Total employees: 16 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Avidity Partners Management LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7).

**Does Avidity Partners Management 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/304628

**What changed in Avidity Partners Management LP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 7. Regulatory assets under management went from $1,306,048,967 to $1,059,191,006 (-19%). Added an office in New York, NY. No longer lists an office in Greenwich, CT. Registered or notice-filed in NY. 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: $1,059,191,006
- Discretionary: $1,059,191,006
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $1,059,191,006 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 9 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @avidity-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $6,209,199,781 | 16 | March 31, 2021 |
| October 2022 | $9,541,295,761 | 19 | August 16, 2022 |
| October 2023 | $9,167,245,166 | 22 | March 31, 2023 |
| October 2024 | $5,268,891,937 | 23 | March 28, 2024 |
| October 2025 | $3,052,882,622 | 18 | April 30, 2025 |
| October 2026 | $1,059,191,006 | 9 | March 31, 2026 |

Regulatory assets under management: $6,209,199,781 in the October 2021 data and $1,059,191,006 in the October 2026 data, down 83%.
Total employees: 16 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 7.
- Regulatory assets under management went from $1,306,048,967 to $1,059,191,006 (-19%).
- Added an office in New York, NY.
- No longer lists an office in Greenwich, CT.
- Registered or notice-filed in NY.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in FL.

### December 2025
- Employees performing advisory functions went from 13 to 8.
- Regulatory assets under management went from $3,052,882,622 to $1,306,048,967 (-57%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Avidity Partners Management LP (CRD 304628): Form ADV filing data as of October 2026.