# Kirkoswald Asset Management LLC

> Kirkoswald Asset Management LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2019, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 18, 2026.

- CRD: 298735
- Filed as: KIRKOSWALD ASSET MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: May 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298735
- AdvisorCensus page: https://advisorcensus.com/firm/kirkoswald-asset-management-llc-new-york-ny-298735

## Quick answers

**How is Kirkoswald Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kirkoswald Asset Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Kirkoswald Asset Management LLC located?**
Kirkoswald Asset Management LLC'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 Kirkoswald Asset Management LLC registered with the SEC or a state?**
Kirkoswald Asset Management LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 298735.

**How much does Kirkoswald Asset Management LLC manage?**
Kirkoswald Asset Management LLC reports $27,160,891,498 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (100% discretionary).

**How have Kirkoswald Asset Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Kirkoswald Asset Management LLC: Regulatory assets under management: $4,375,799,221 in the October 2021 data and $27,160,891,498 in the October 2026 data, up 521%. Total employees: 12 in October 2021 and 42 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kirkoswald Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (33).

**Does Kirkoswald Asset Management LLC 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/298735

**What changed in Kirkoswald Asset Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $16,087,405,664 to $27,160,891,498 (+69%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $27,160,891,498
- Discretionary: $27,113,273,259
- Non-discretionary: $47,618,239

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 33 | $27,160,891,498 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 42 total, 18 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
- Miami, FL

### Websites listed on Form ADV (Item 1.I)
- kirkoswald.com
- LinkedIn @kirkoswaldcapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,375,799,221 | 12 | August 20, 2021 |
| October 2022 | $7,577,741,425 | 17 | August 10, 2022 |
| October 2023 | $8,986,080,590 | 23 | April 28, 2023 |
| October 2024 | $12,908,800,007 | 27 | June 28, 2024 |
| October 2025 | $16,087,405,664 | 30 | May 2, 2025 |
| October 2026 | $27,160,891,498 | 42 | May 18, 2026 |

Regulatory assets under management: $4,375,799,221 in the October 2021 data and $27,160,891,498 in the October 2026 data, up 521%.
Total employees: 12 in October 2021 and 42 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $16,087,405,664 to $27,160,891,498 (+69%).

### December 2025
- Employees performing advisory functions went from 10 to 18.
- Added an office in Miami, FL.
- Registered or notice-filed in FL.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kirkoswald Asset Management LLC (CRD 298735): Form ADV filing data as of October 2026.