{
  "crd_number": 332714,
  "slug": "m37-management-lp-menlo-park-ca-332714",
  "primary_business_name": "M37 MANAGEMENT LP",
  "legal_name": "M37 MANAGEMENT LP",
  "dbas": [],
  "city": "Menlo Park",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-03-31",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-05-21",
  "carried_forward": false,
  "raum_total": 656374611.0,
  "raum_discretionary": 656374611.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 6,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 656374611.0,
      "count": 6
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://m37.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332714",
  "city_as_filed": "MENLO PARK",
  "url": "https://advisorcensus.com/firm/m37-management-lp-menlo-park-ca-332714",
  "display_name": "M37 Management LP",
  "summary": "M37 Management LP is an SEC-registered investment advisory firm in Menlo Park, CA, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 21, 2026.",
  "citation": "AdvisorCensus. M37 Management LP (CRD 332714): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is M37 Management LP compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), M37 Management LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is M37 Management LP located?",
      "a": "M37 Management LP's principal office is in Menlo Park, CA, according to its Form ADV."
    },
    {
      "q": "Is M37 Management LP registered with the SEC or a state?",
      "a": "M37 Management LP is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 332714."
    },
    {
      "q": "How much does M37 Management LP manage?",
      "a": "M37 Management LP reports $656,374,611 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (100% discretionary)."
    },
    {
      "q": "How have M37 Management LP's assets and staff changed since 2024?",
      "a": "In the Form ADV data for M37 Management LP: Regulatory assets under management: $232,599,714 in the October 2025 data and $656,374,611 in the October 2026 data, up 182%. Total employees: 5 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does M37 Management LP serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6)."
    },
    {
      "q": "Does M37 Management LP 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/332714"
    },
    {
      "q": "What changed in M37 Management LP's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $232,599,714 to $656,374,611 (+182%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-08-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 232599714.0,
      "total_employees": 5,
      "filing_date": "2025-05-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 656374611.0,
      "total_employees": 6,
      "filing_date": "2026-05-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $232,599,714 to $656,374,611 (+182%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/m37-management-lp-menlo-park-ca-332714.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 656374611.0
    }
  ],
  "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/332714",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}