# Interlock Equity LP

> Interlock Equity LP is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 315618
- Filed as: INTERLOCK EQUITY LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315618
- AdvisorCensus page: https://advisorcensus.com/firm/interlock-equity-lp-los-angeles-ca-315618

## Quick answers

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

**Where is Interlock Equity LP located?**
Interlock Equity LP's principal office is in Los Angeles, CA, according to its Form ADV.

**Is Interlock Equity LP registered with the SEC or a state?**
Interlock Equity LP is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 315618.

**How much does Interlock Equity LP manage?**
Interlock Equity LP reports $486,436,664 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Interlock Equity LP's assets and staff changed since 2023?**
In the Form ADV data for Interlock Equity LP: Regulatory assets under management: $311,206,730 in the October 2023 data and $486,436,664 in the October 2026 data, up 56%. Total employees: 9 in October 2023 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Interlock Equity 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 Interlock Equity 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/315618

**Does Interlock Equity LP state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Subscription minimums are disclosed in the relevant Fund’s offering documents but are generally a minimum initial investment is $5,000,000, subject to waiver at the discretion of Interlock."

**What changed in Interlock Equity LP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 11 to 12. Regulatory assets under management went from $414,106,730 to $486,436,664 (+17%). No longer lists an office in Naperville, IL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

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

> Subscription minimums are disclosed in the relevant Fund’s offering documents but are generally a minimum initial investment is $5,000,000, subject to waiver at the discretion of Interlock.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $486,436,664
- Discretionary: $486,436,664
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $486,436,664 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 14 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- interlockequity.com
- LinkedIn @interlock-equity

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $311,206,730 | 9 | June 30, 2023 |
| October 2024 | $414,106,730 | 11 | March 28, 2024 |
| October 2025 | $414,106,730 | 12 | March 28, 2025 |
| October 2026 | $486,436,664 | 14 | March 31, 2026 |

Regulatory assets under management: $311,206,730 in the October 2023 data and $486,436,664 in the October 2026 data, up 56%.
Total employees: 9 in October 2023 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 11 to 12.
- Regulatory assets under management went from $414,106,730 to $486,436,664 (+17%).
- No longer lists an office in Naperville, IL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Interlock Equity LP (CRD 315618): Form ADV filing data as of October 2026.