# Fitzwalter Capital (US) LLC

> Fitzwalter Capital (US) LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 311629
- Filed as: FITZWALTER CAPITAL (US) LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311629
- AdvisorCensus page: https://advisorcensus.com/firm/fitzwalter-capital-us-llc-new-york-ny-311629

## Quick answers

**How is Fitzwalter Capital (US) LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fitzwalter Capital (US) LLC reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Fitzwalter Capital (US) LLC located?**
Fitzwalter Capital (US) LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Fitzwalter Capital (US) LLC registered with the SEC or a state?**
Fitzwalter Capital (US) LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311629.

**How much does Fitzwalter Capital (US) LLC manage?**
Fitzwalter Capital (US) LLC reports $3,187,181,569 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Fitzwalter Capital (US) LLC's assets and staff changed since 2021?**
In the Form ADV data for Fitzwalter Capital (US) LLC: Regulatory assets under management: $529,460,000 in the October 2021 data and $3,187,181,569 in the October 2026 data, up 502%. Total employees: 5 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fitzwalter Capital (US) LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10).

**Does Fitzwalter Capital (US) LLC 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/311629

**What changed in Fitzwalter Capital (US) LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 9 to 8.

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $3,187,181,569
- Discretionary: $3,187,181,569
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $3,187,181,569 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 9 total, 8 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Glen Ellyn, IL
- London

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $529,460,000 | 5 | April 30, 2021 |
| October 2022 | $919,970,000 | 5 | March 30, 2022 |
| October 2023 | $1,868,410,000 | 5 | April 27, 2023 |
| October 2024 | $2,939,107,000 | 8 | August 19, 2024 |
| October 2025 | $3,078,368,000 | 10 | March 31, 2025 |
| October 2026 | $3,187,181,569 | 9 | March 31, 2026 |

Regulatory assets under management: $529,460,000 in the October 2021 data and $3,187,181,569 in the October 2026 data, up 502%.
Total employees: 5 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 8.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fitzwalter Capital (US) LLC (CRD 311629): Form ADV filing data as of October 2026.