# Ethos Capital LP

> Ethos Capital LP is an SEC-registered investment advisory firm in Boston, MA, registered since 2021, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 306874
- Filed as: ETHOS CAPITAL LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306874
- AdvisorCensus page: https://advisorcensus.com/firm/ethos-capital-lp-boston-ma-306874

## Quick answers

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

**What does Ethos Capital LP's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Ethos Capital LP located?**
Ethos Capital LP's principal office is in Boston, MA, according to its Form ADV.

**Is Ethos Capital LP registered with the SEC or a state?**
Ethos Capital LP is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 306874.

**How much does Ethos Capital LP manage?**
Ethos Capital LP reports $6,313,185,072 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Ethos Capital LP's assets and staff changed since 2021?**
In the Form ADV data for Ethos Capital LP: Regulatory assets under management: $828,991,840 in the October 2021 data and $6,313,185,072 in the October 2026 data, up 662%. Total employees: 14 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ethos Capital LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (12).

**Does Ethos Capital 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/306874

**What changed in Ethos Capital LP'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 $3,068,335,249 to $6,313,185,072 (+106%). 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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 2% of assets a year

> During a Fund’s investment period, such Fund will pay Ethos Capital a management fee (the “Management Fee”) equal to 2.0% per annum on aggregate investor capital commitments (“Commitments”).

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

### Regulatory assets under management (Item 5.F)
- Total: $6,313,185,072
- Discretionary: $6,313,185,072
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 12 | $6,313,185,072 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 19 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ethoscapital.com
- LinkedIn @ethoscapital
- LinkedIn @ethoscapitalism
- X @EthosCapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $828,991,840 | 14 | July 23, 2021 |
| October 2022 | $2,212,949,257 | 20 | March 31, 2022 |
| October 2023 | $2,350,279,054 | 19 | August 11, 2023 |
| October 2024 | $2,524,630,227 | 19 | March 29, 2024 |
| October 2025 | $3,068,335,249 | 17 | May 15, 2025 |
| October 2026 | $6,313,185,072 | 19 | March 31, 2026 |

Regulatory assets under management: $828,991,840 in the October 2021 data and $6,313,185,072 in the October 2026 data, up 662%.
Total employees: 14 in October 2021 and 19 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 $3,068,335,249 to $6,313,185,072 (+106%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ethos Capital LP (CRD 306874): Form ADV filing data as of October 2026.