# ITE Management L.P.

> 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.

- CRD: 277037
- Filed as: ITE MANAGEMENT L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/277037
- AdvisorCensus page: https://advisorcensus.com/firm/ite-management-l-p-new-york-ny-277037

## Quick answers

**How is ITE Management L.P. compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is ITE Management L.P. located?**
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).

**Is ITE Management L.P. registered with the SEC or a state?**
ITE Management L.P. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 277037.

**How much does ITE Management L.P. manage?**
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).

**How have ITE Management L.P.'s assets and staff changed since 2021?**
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.

**What types of clients does ITE Management L.P. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10); other (3).

**Which custodians does ITE Management L.P. use?**
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.

**Does ITE Management L.P. 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/277037

**What changed in ITE Management L.P.'s recent Form ADV filings?**
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.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Citi Private Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $7,556,700,519
- Discretionary: $7,556,700,519
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $7,176,917,830 |
| Other | 3 | $379,782,689 |

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

### Firm details
- Registered since: 2015 (10 years)
- Employees: 85 total, 32 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Chicago, IL
- London
- St. Charles, MO

### Websites listed on Form ADV (Item 1.I)
- itemgmt.com
- LinkedIn @ite-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,608,640,112 | 32 | March 31, 2021 |
| October 2022 | $2,632,966,732 | 41 | May 5, 2022 |
| October 2023 | $3,422,096,020 | 46 | March 31, 2023 |
| October 2024 | $4,566,631,838 | 55 | May 6, 2024 |
| October 2025 | $6,036,597,177 | 72 | May 17, 2025 |
| October 2026 | $7,556,700,519 | 85 | September 1, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

### January 2026
- Added an office in London.
- No longer lists an office in Westmount.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ITE Management L.P. (CRD 277037): Form ADV filing data as of October 2026.