# Embassy Asset Management LP

> Embassy Asset Management LP is an SEC-registered investment advisory firm in Short Hills, NJ, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 1, 2026.

- CRD: 314768
- Filed as: EMBASSY ASSET MANAGEMENT LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Short Hills, NJ
- Filing period: October 2026
- Form ADV filing dated: May 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314768
- AdvisorCensus page: https://advisorcensus.com/firm/embassy-asset-management-lp-short-hills-nj-314768

## Quick answers

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

**Where is Embassy Asset Management LP located?**
Embassy Asset Management LP's principal office is in Short Hills, NJ, according to its Form ADV.

**Is Embassy Asset Management LP registered with the SEC or a state?**
Embassy Asset Management LP is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 314768.

**How much does Embassy Asset Management LP manage?**
Embassy Asset Management LP reports $773,975,853 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (100% discretionary).

**How have Embassy Asset Management LP's assets and staff changed since 2021?**
In the Form ADV data for Embassy Asset Management LP: Regulatory assets under management: $0 in the October 2021 data and $773,975,853 in the October 2026 data. Total employees: 6 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Embassy Asset Management LP serve?**
By number of clients on Form ADV Item 5.D: investment companies (2); pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Embassy Asset 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/314768

**Does Embassy Asset Management LP state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "The Private Funds generally require investors to make a minimum commitment amount of $250,000. Such minimums may be waived at the discretion of the Adviser."

**What changed in Embassy Asset Management LP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 4. Regulatory assets under management went from $426,650,313 to $773,975,853 (+81%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> The Private Funds generally require investors to make a minimum commitment amount of $250,000. Such minimums may be waived at the discretion of the Adviser.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $773,975,853
- Discretionary: $773,975,853
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 2 | $739,796,828 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $34,179,025 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 11 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- embassyfunds.com
- LinkedIn @embassyassetmanagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 6 | August 26, 2021 |
| October 2022 | $27,812,482 | 6 | March 25, 2022 |
| October 2023 | $109,261,927 | 6 | August 1, 2023 |
| October 2024 | $261,569,361 | 6 | June 25, 2024 |
| October 2025 | $426,650,313 | 4 | March 19, 2025 |
| October 2026 | $773,975,853 | 11 | May 1, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $773,975,853 in the October 2026 data.
Total employees: 6 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 4.
- Regulatory assets under management went from $426,650,313 to $773,975,853 (+81%).

### January 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 0 to 2.
- Registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Embassy Asset Management LP (CRD 314768): Form ADV filing data as of October 2026.