{
  "crd_number": 277037,
  "slug": "ite-management-l-p-new-york-ny-277037",
  "primary_business_name": "ITE MANAGEMENT L.P.",
  "legal_name": "ITE MANAGEMENT L.P.",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-11-05",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-09-01",
  "carried_forward": false,
  "raum_total": 7556700519.0,
  "raum_discretionary": 7556700519.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 85,
  "advisory_employees": 32,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 379782689.0,
      "count": 3,
      "description": "SEPARATELY MANAGED ACCOUNTS"
    },
    "pooled_investment_vehicles": {
      "raum": 7176917830.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MO"
  ],
  "websites": [
    "https://itemgmt.com",
    "https://linkedin.com/company/ite-management"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/277037",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/ite-management-l-p-new-york-ny-277037",
  "display_name": "ITE Management L.P.",
  "summary": "ITE Management L.P. is an SEC-registered investment advisory firm in New York, NY, registered since 2015, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 1, 2026.",
  "citation": "AdvisorCensus. ITE Management L.P. (CRD 277037): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is ITE Management L.P. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), ITE Management L.P. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is ITE Management L.P. located?",
      "a": "ITE Management L.P.'s principal office is in New York, NY, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is ITE Management L.P. registered with the SEC or a state?",
      "a": "ITE Management L.P. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 277037."
    },
    {
      "q": "How much does ITE Management L.P. manage?",
      "a": "ITE Management L.P. reports $7,556,700,519 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have ITE Management L.P.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for ITE Management L.P.: Regulatory assets under management: $1,608,640,112 in the October 2021 data and $7,556,700,519 in the October 2026 data, up 370%. Total employees: 32 in October 2021 and 85 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does ITE Management L.P. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10); other (3)."
    },
    {
      "q": "Which custodians does ITE Management L.P. use?",
      "a": "ITE Management L.P.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Citi Private Bank as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does ITE Management L.P. report any disciplinary disclosures?",
      "a": "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/277037"
    },
    {
      "q": "What changed in ITE Management L.P.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $6,036,597,177 to $7,432,430,660 (+23%). Employees performing advisory functions went from 33 to 32."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1608640112.0,
      "total_employees": 32,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2632966732.0,
      "total_employees": 41,
      "filing_date": "2022-05-05"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 3422096020.0,
      "total_employees": 46,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 4566631838.0,
      "total_employees": 55,
      "filing_date": "2024-05-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 6036597177.0,
      "total_employees": 72,
      "filing_date": "2025-05-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 7556700519.0,
      "total_employees": 85,
      "filing_date": "2026-09-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $6,036,597,177 to $7,432,430,660 (+23%).",
        "Employees performing advisory functions went from 33 to 32."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Added an office in London.",
        "No longer lists an office in Westmount."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Citi Private Bank",
      "name_as_filed": "CITI PRIVATE BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/ite-management-l-p-new-york-ny-277037.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 7176917830.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 3,
      "fewer_than_5": false,
      "raum": 379782689.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/277037",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}