# Integrum Holdings LP

> Integrum Holdings LP is an SEC-registered investment advisory firm in New York, NY, registered since 2021, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 27, 2026.

- CRD: 314678
- Filed as: INTEGRUM HOLDINGS LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314678
- AdvisorCensus page: https://advisorcensus.com/firm/integrum-holdings-lp-new-york-ny-314678

## Quick answers

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

**Where is Integrum Holdings LP located?**
Integrum Holdings LP's principal office is in New York, NY, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Integrum Holdings LP registered with the SEC or a state?**
Integrum Holdings LP is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 314678.

**How much does Integrum Holdings LP manage?**
Integrum Holdings LP reports $5,485,334,182 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (100% discretionary).

**How have Integrum Holdings LP's assets and staff changed since 2021?**
In the Form ADV data for Integrum Holdings LP: Regulatory assets under management: $0 in the October 2021 data and $5,485,334,182 in the October 2026 data. Total employees: 9 in October 2021 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Integrum Holdings 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 Integrum 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/314678

**What changed in Integrum Holdings LP's recent Form ADV filings?**
In the June 2026 filing data: 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

### Regulatory assets under management (Item 5.F)
- Total: $5,485,334,182
- Discretionary: $5,485,334,182
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 12 | $5,485,334,182 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 25 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Boca Raton, FL

### Websites listed on Form ADV (Item 1.I)
- integrum.us
- LinkedIn @integrumlp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 9 | September 13, 2021 |
| October 2022 | $162,374,999 | 13 | April 28, 2022 |
| October 2023 | $1,300,659,999 | 19 | May 30, 2023 |
| October 2024 | $1,750,612,587 | 22 | May 20, 2024 |
| October 2025 | $2,553,423,021 | 23 | March 21, 2025 |
| October 2026 | $5,485,334,182 | 25 | May 27, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $5,485,334,182 in the October 2026 data.
Total employees: 9 in October 2021 and 25 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 11 to 16.
- Regulatory assets under management went from $2,553,423,021 to $5,475,834,182 (+114%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrum Holdings LP (CRD 314678): Form ADV filing data as of October 2026.