AdvisorCensus / Financial advisors / New York / New York / Inherent Group, LP
Inherent Group, LP is an exempt reporting adviser in New York, NY, filing reports since 2024. Exempt reporting advisers do not report regulatory assets under management on Form ADV.
Quick answers
From the filingWhere is Inherent Group, LP located?
Inherent Group, LP's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
How does Inherent Group, LP report to regulators?
Inherent Group, LP is an exempt reporting adviser, filing reports since 2024. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 290080.
How have Inherent Group, LP's assets and staff changed since 2021?
In the Form ADV data for Inherent Group, LP: Regulatory assets under management: $1,126,656,694 in the October 2021 data and $990,093,316 in the October 2023 data, down 12%. Total employees: 14 in October 2021 and 16 in October 2023. Assets under management move with markets as well as with clients coming and going.
Does Inherent Group, LP report any disciplinary disclosures?
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/290080
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.ENot reported.
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
Regulatory assets under management
Item 5.FNot reported.
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.DNot reported.
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.GNot reported.
Registration and firm details
Items 1, 2, 5- Reporting status
- Exempt reporting adviser. Status as filed: ERA - Active.
- Reporting since
- 2024 (2 years)
- Employees
- Total: Not reported. Performing investment advisory functions: Not reported.
- Wrap fee program participation
- Not reported.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
- Not reported.
Exempt reporting advisers file a shorter form and are examined by no regulator on a routine schedule. SEC, state, and exempt registration
Disclosures
Item 111 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.
Questions answered yes on this filing
Civil court matters Item 11.H
- 11.H(2) Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?
Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of 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 | Not reported | Not reported | March 13, 2026 |
| October 2025 | Not reported | Not reported | August 14, 2025 |
| October 2024 | Not reported | Not reported | August 8, 2024 |
| October 2023 | $990,093,316 | 16 | September 7, 2023 |
| October 2022 | $1,180,068,128 | 15 | April 6, 2022 |
| October 2021 | $1,126,656,694 | 14 | June 30, 2021 |
Regulatory assets under management: $1,126,656,694 in the October 2021 data and $990,093,316 in the October 2023 data, down 12%.
Total employees: 14 in October 2021 and 16 in October 2023.
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 monthsNo 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.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. Inherent Group, LP (CRD 290080): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/inherent-group-lp-new-york-ny-290080