# Egerton Capital (US), LP

> Egerton Capital (US), LP is an SEC-registered investment advisory firm in New York, NY, registered since 2018, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 297738
- Filed as: EGERTON CAPITAL (US), LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297738
- AdvisorCensus page: https://advisorcensus.com/firm/egerton-capital-us-lp-new-york-ny-297738

## Quick answers

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

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

**Is Egerton Capital (US), LP registered with the SEC or a state?**
Egerton Capital (US), LP is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297738.

**How much does Egerton Capital (US), LP manage?**
Egerton Capital (US), LP reports $19,526,014,402 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Egerton Capital (US), LP's assets and staff changed since 2021?**
In the Form ADV data for Egerton Capital (US), LP: Regulatory assets under management: $27,213,742,501 in the October 2021 data and $19,526,014,402 in the October 2026 data, down 28%. Total employees: 4 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

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

**Does Egerton Capital (US), LP report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297738

**What changed in Egerton Capital (US), LP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 7. Regulatory assets under management went from $15,677,541,204 to $19,526,014,402 (+25%). 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: $19,526,014,402
- Discretionary: $19,526,014,402
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $19,526,014,402 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 8 total, 7 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297738

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Larkspur, CA

### Websites listed on Form ADV (Item 1.I)
- [egertoncapital.com](https://egertoncapital.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $27,213,742,501 | 4 | September 21, 2021 |
| October 2022 | $27,427,939,165 | 5 | April 5, 2022 |
| October 2023 | $16,470,532,175 | 5 | March 23, 2023 |
| October 2024 | $14,495,052,288 | 6 | March 26, 2024 |
| October 2025 | $15,677,541,204 | 6 | March 7, 2025 |
| October 2026 | $19,526,014,402 | 8 | March 26, 2026 |

Regulatory assets under management: $27,213,742,501 in the October 2021 data and $19,526,014,402 in the October 2026 data, down 28%.
Total employees: 4 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 7.
- Regulatory assets under management went from $15,677,541,204 to $19,526,014,402 (+25%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Egerton Capital (US), LP (CRD 297738): Form ADV filing data as of October 2026.