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General Equity Holdings LP

Brooklyn, NYSEC-registered investment adviserCRD 287823

Filed as GENERAL EQUITY HOLDINGS LP

General Equity Holdings LP is an SEC-registered investment advisory firm in Brooklyn, NY, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

8 years
registered since 2018
$310,354,902
assets under management
2 arrangements
Percentage of assets, Performance-based
None
disclosure items (Item 11)

Quick answers

From the filing

How is General Equity Holdings LP compensated?

On its Form ADV (Item 5.E, October 2026), General Equity Holdings LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

Where is General Equity Holdings LP located?

General Equity Holdings LP's principal office is in Brooklyn, NY, according to its Form ADV.

Is General Equity Holdings LP registered with the SEC or a state?

General Equity Holdings LP is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 287823.

How much does General Equity Holdings LP manage?

General Equity Holdings LP reports $310,354,902 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

How have General Equity Holdings LP's assets and staff changed since 2021?

In the Form ADV data for General Equity Holdings LP: Regulatory assets under management: $321,324,277 in the October 2021 data and $310,354,902 in the October 2026 data, down 3%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does General Equity Holdings LP serve?

By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

Does General Equity Holdings 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/287823

Does General Equity Holdings LP state an account minimum?

Its Form ADV Part 2A brochure dated March 24, 2026 says: "Generally, a minimum of Five Million Dollars ($5,000,000) subject to waiver, is required to invest in the Fund."

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

The brochure's wording
Generally, a minimum of Five Million Dollars ($5,000,000) subject to waiver, is required to invest in the Fund.

As stated in the firm's Form ADV Part 2A brochure dated March 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$310,354,902

$310,354,902 as of October 2026, filing dated March 24, 2026.

Discretionary: $310,354,902.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 0 Assets $0 (0%)
High net worth individuals
Clients 0 Assets $0 (0%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets Not reported
Business development companies
Clients 0 Assets Not reported
Pooled investment vehicles (other than investment companies and business development companies)
Clients 3 Assets $310,354,902 (100%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets $0 (0%)
Charitable organizations
Clients 0 Assets $0 (0%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 0 Assets $0 (0%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for pooled investment vehicles (other than investment companies)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2018 (8 years)
Employees
Total: 3. Performing investment advisory functions: 1.
Wrap fee program participation
No.
States registered or notice-filed
Not reported.

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$321M 2021 $278M 2022 $112M 2023 $161M 2024 $312M 2025 $310M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$310,354,9023March 24, 2026
October 2025$311,756,1113March 27, 2025
October 2024$160,920,0233March 25, 2024
October 2023$111,790,3233March 31, 2023
October 2022$277,676,3414March 23, 2022
October 2021$321,324,2773March 26, 2021

Regulatory assets under management: $321,324,277 in the October 2021 data and $310,354,902 in the October 2026 data, down 3%.

Total employees: 3 in October 2021 and 3 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
geholdings.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. General Equity Holdings LP (CRD 287823): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/general-equity-holdings-lp-brooklyn-ny-287823