# Cartenna Capital

> Cartenna Capital is an SEC-registered investment advisory firm in Stamford, CT, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 22, 2026.

- CRD: 307688
- Filed as: CARTENNA CAPITAL
- Legal name: Cartenna Capital LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Stamford, CT
- Filing period: October 2026
- Form ADV filing dated: June 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307688
- AdvisorCensus page: https://advisorcensus.com/firm/cartenna-capital-stamford-ct-307688

## Quick answers

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

**Where is Cartenna Capital located?**
Cartenna Capital's principal office is in Stamford, CT, according to its Form ADV.

**Is Cartenna Capital registered with the SEC or a state?**
Cartenna Capital is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307688.

**How much does Cartenna Capital manage?**
Cartenna Capital reports $2,359,150,413 in regulatory assets under management in its Form ADV filing dated June 22, 2026 (100% discretionary).

**How have Cartenna Capital's assets and staff changed since 2021?**
In the Form ADV data for Cartenna Capital: Regulatory assets under management: $190,526,665 in the October 2021 data and $2,359,150,413 in the October 2026 data, up 1138%. Total employees: 5 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 Cartenna Capital serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (22).

**Does Cartenna Capital 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/307688

**What changed in Cartenna Capital's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 7. Regulatory assets under management went from $1,649,768,886 to $2,359,150,413 (+43%).

## 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: $2,359,150,413
- Discretionary: $2,359,150,413
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 22 | $2,359,150,413 |

### 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cartennacapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $190,526,665 | 5 | May 12, 2021 |
| October 2022 | $376,774,773 | 5 | March 31, 2022 |
| October 2023 | $783,974,197 | 6 | March 31, 2023 |
| October 2024 | $1,069,500,185 | 8 | March 28, 2024 |
| October 2025 | $1,649,768,886 | 8 | March 28, 2025 |
| October 2026 | $2,359,150,413 | 9 | June 22, 2026 |

Regulatory assets under management: $190,526,665 in the October 2021 data and $2,359,150,413 in the October 2026 data, up 1138%.
Total employees: 5 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 7.
- Regulatory assets under management went from $1,649,768,886 to $2,359,150,413 (+43%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cartenna Capital (CRD 307688): Form ADV filing data as of October 2026.