AdvisorCensus / Financial advisors / California / San Francisco / Housatonic Partners
Housatonic Partners
Filed as HOUSATONIC PARTNERS · Legal name Housatonic Management Company, Inc.
Housatonic Partners is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.
Quick answers
From the filingHow is Housatonic Partners compensated?
On its Form ADV (Item 5.E, October 2026), Housatonic Partners reports these compensation arrangements: a percentage of assets under its management; other.
What does Housatonic Partners' brochure say about its fees?
Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: 1% to 2.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Housatonic Partners located?
Housatonic Partners' principal office is in San Francisco, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Housatonic Partners registered with the SEC or a state?
Housatonic Partners is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157618.
How much does Housatonic Partners manage?
Housatonic Partners reports $1,709,619,379 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).
How have Housatonic Partners' assets and staff changed since 2021?
In the Form ADV data for Housatonic Partners: Regulatory assets under management: $1,067,515,549 in the October 2021 data and $1,709,619,379 in the October 2026 data, up 60%. Total employees: 17 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Housatonic Partners serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (13).
Does Housatonic Partners 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/157618
Does Housatonic Partners state an account minimum?
Its Form ADV Part 2A brochure dated March 23, 2026 says: "The minimum commitment for an Investor of a Fund is generally $500,000, however, it is outlined in each Fund Agreement that Housatonic maintains discretion to accept less than the minimum investment threshold."
What changed in Housatonic Partners' recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 14 to 11. Regulatory assets under management went from $1,483,746,201 to $1,709,619,379 (+15%).
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
- Other
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 2AAsset-based fee: 1% to 2.5% a year (a range, as the brochure states it)
The brochure's wording
Generally, during the term of the Funds (including extension periods) or, as applicable, during the period prescribed in the Fund Agreement during which the Fund is permitted to make investments in new portfolio companies (the “Investment Period”), the Funds pay Housatonic a Management Fee, payable quarterly, ranging from 1.00% to 2.50% (per annum) of committed capital.
Account minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum commitment for an Investor of a Fund is generally $500,000, however, it is outlined in each Fund Agreement that Housatonic maintains discretion to accept less than the minimum investment threshold.
As stated in the firm's Form ADV Part 2A brochure dated March 23, 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$1,709,619,379 as of October 2026, filing dated March 23, 2026.
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.DA 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- Legal name
- Housatonic Management Company, Inc.
- Also doing business as
- HOUSATONIC PARTNERS MANAGEMENT CO., INC. (RELYING ADVISER)
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2012 (14 years)
- Employees
- Total: 16. Performing investment advisory functions: 11.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,709,619,379 | 16 | March 23, 2026 |
| October 2025 | $1,483,746,201 | 20 | July 24, 2025 |
| October 2024 | $1,368,450,615 | 16 | March 26, 2024 |
| October 2023 | $1,427,986,506 | 17 | March 28, 2023 |
| October 2022 | $1,512,211,702 | 19 | March 24, 2022 |
| October 2021 | $1,067,515,549 | 17 | April 13, 2021 |
Regulatory assets under management: $1,067,515,549 in the October 2021 data and $1,709,619,379 in the October 2026 data, up 60%.
Total employees: 17 in October 2021 and 16 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- April 2026
- Employees performing advisory functions went from 14 to 11.
- Regulatory assets under management went from $1,483,746,201 to $1,709,619,379 (+15%).
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.ISource: 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. Housatonic Partners (CRD 157618): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/housatonic-partners-san-francisco-ca-157618