{
  "crd_number": 159370,
  "slug": "cartesian-capital-group-new-york-ny-159370",
  "primary_business_name": "CARTESIAN CAPITAL GROUP",
  "legal_name": "CARTESIAN CAPITAL GROUP, LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-03-30",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 863216519.0,
  "raum_discretionary": 863216519.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 24,
  "advisory_employees": 20,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 863216519.0,
      "count": 3
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "NY"
  ],
  "websites": [
    "https://cartesiangroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159370",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/cartesian-capital-group-new-york-ny-159370",
  "display_name": "Cartesian Capital Group",
  "summary": "Cartesian Capital Group is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Cartesian Capital Group (CRD 159370): 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 Cartesian Capital Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cartesian Capital Group reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "What does Cartesian Capital Group's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 1.05% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Cartesian Capital Group located?",
      "a": "Cartesian Capital Group's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Cartesian Capital Group registered with the SEC or a state?",
      "a": "Cartesian Capital Group is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 159370."
    },
    {
      "q": "How much does Cartesian Capital Group manage?",
      "a": "Cartesian Capital Group reports $863,216,519 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Cartesian Capital Group's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Cartesian Capital Group: Regulatory assets under management: $1,624,869,545 in the October 2021 data and $863,216,519 in the October 2026 data, down 47%. Total employees: 23 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 Cartesian Capital Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3)."
    },
    {
      "q": "Does Cartesian Capital Group 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/159370"
    },
    {
      "q": "Does Cartesian Capital Group state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"Minimum investment amounts may be waived by Cartesian, but generally will not be less than $500,000 (or, in the case of those Funds formed under the laws of the Cayman Islands, such other amounts as specified by Cayman Islands law).\""
    },
    {
      "q": "What changed in Cartesian Capital Group's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Changed its office addresses in Sao Paulo."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1624869545.0,
      "total_employees": 23,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1741788327.0,
      "total_employees": 24,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1353359543.0,
      "total_employees": 24,
      "filing_date": "2023-05-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1130974245.0,
      "total_employees": 24,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 840220375.0,
      "total_employees": 24,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 863216519.0,
      "total_employees": 24,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Changed its office addresses in Sao Paulo."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "1.05% to 2% a year",
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1.05% to 2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The Management Fee ranges from 1.05% - 2.00% per annum (based on committed or invested capital, depending on period)."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Minimum investment amounts may be waived by Cartesian, but generally will not be less than $500,000 (or, in the case of those Funds formed under the laws of the Cayman Islands, such other amounts as specified by Cayman Islands law)."
        ]
      }
    ],
    "quotes": [
      "The Management Fee ranges from 1.05% - 2.00% per annum (based on committed or invested capital, depending on period).",
      "Minimum investment amounts may be waived by Cartesian, but generally will not be less than $500,000 (or, in the case of those Funds formed under the laws of the Cayman Islands, such other amounts as specified by Cayman Islands law)."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/cartesian-capital-group-new-york-ny-159370.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 863216519.0
    }
  ],
  "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/159370",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}