# Declaration Partners LP

> Declaration Partners LP is an SEC-registered investment advisory firm in New York, NY, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 11, 2026.

- CRD: 297786
- Filed as: DECLARATION PARTNERS LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297786
- AdvisorCensus page: https://advisorcensus.com/firm/declaration-partners-lp-new-york-ny-297786

## Quick answers

**How is Declaration Partners LP compensated?**
On its Form ADV (Item 5.E, October 2026), Declaration Partners LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Declaration Partners LP located?**
Declaration Partners LP's principal office is in New York, NY, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Declaration Partners LP registered with the SEC or a state?**
Declaration Partners LP is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 297786.

**How much does Declaration Partners LP manage?**
Declaration Partners LP reports $2,012,976,514 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (100% discretionary).

**How have Declaration Partners LP's assets and staff changed since 2021?**
In the Form ADV data for Declaration Partners LP: Regulatory assets under management: $988,209,850 in the October 2021 data and $2,012,976,514 in the October 2026 data, up 104%. Total employees: 21 in October 2021 and 37 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Declaration Partners LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (64).

**Does Declaration Partners 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/297786

**What changed in Declaration Partners LP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 18 to 19.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $2,012,976,514
- Discretionary: $2,012,976,514
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 64 | $2,012,976,514 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 37 total, 19 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Bethesda, MD

### Websites listed on Form ADV (Item 1.I)
- [creators.spotify.com/dash/podcast/4PZbxrVOob5cw4rkYZlZwz/home](https://creators.spotify.com/dash/podcast/4PZbxrVOob5cw4rkYZlZwz/home)
- [declarationpartners.com](https://declarationpartners.com)
- [podcasters.amazon.com/podcasts/704a9c3f-8a6c-45c1-91ac-80e07d5da9d5](https://podcasters.amazon.com/podcasts/704a9c3f-8a6c-45c1-91ac-80e07d5da9d5)
- [podcastsconnect.apple.com/my-podcasts](https://podcastsconnect.apple.com/my-podcasts)
- LinkedIn @declaration-partners
- LinkedIn @the-declarations-podcast
- YouTube @DeclarationPartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $988,209,850 | 21 | March 30, 2021 |
| October 2022 | $2,461,441,159 | 30 | May 19, 2022 |
| October 2023 | $2,236,838,384 | 29 | May 22, 2023 |
| October 2024 | $2,164,676,888 | 33 | March 29, 2024 |
| October 2025 | $2,210,826,314 | 34 | May 5, 2025 |
| October 2026 | $2,012,976,514 | 37 | May 11, 2026 |

Regulatory assets under management: $988,209,850 in the October 2021 data and $2,012,976,514 in the October 2026 data, up 104%.
Total employees: 21 in October 2021 and 37 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 18 to 19.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Declaration Partners LP (CRD 297786): Form ADV filing data as of October 2026.