# Machine Investment Group, LP

> Machine Investment Group, LP is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 315219
- Filed as: MACHINE INVESTMENT GROUP, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315219
- AdvisorCensus page: https://advisorcensus.com/firm/machine-investment-group-lp-new-york-ny-315219

## Quick answers

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

**Where is Machine Investment Group, LP located?**
Machine Investment Group, LP's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Machine Investment Group, LP registered with the SEC or a state?**
Machine Investment Group, LP is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 315219.

**How much does Machine Investment Group, LP manage?**
Machine Investment Group, LP reports $623,744,712 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Machine Investment Group, LP's assets and staff changed since 2021?**
In the Form ADV data for Machine Investment Group, LP: Regulatory assets under management: $282,616,181 in the October 2022 data and $623,744,712 in the October 2026 data, up 121%. Total employees: 6 in October 2022 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Machine Investment Group, LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10).

**Does Machine Investment Group, 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/315219

**What changed in Machine Investment Group, LP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 10 to 11. Regulatory assets under management went from $455,296,378 to $623,744,712 (+37%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $623,744,712
- Discretionary: $623,744,712
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $623,744,712 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 13 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Arlington, VA

### Websites listed on Form ADV (Item 1.I)
- machineinv.com
- LinkedIn @machine-investment-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | July 21, 2021 |
| October 2022 | $282,616,181 | 6 | June 30, 2022 |
| October 2023 | $307,501,984 | 7 | August 1, 2023 |
| October 2024 | $356,699,758 | 9 | May 21, 2024 |
| October 2025 | $455,296,378 | 10 | March 31, 2025 |
| October 2026 | $623,744,712 | 13 | March 27, 2026 |

Regulatory assets under management: $282,616,181 in the October 2022 data and $623,744,712 in the October 2026 data, up 121%.
Total employees: 6 in October 2022 and 13 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 10 to 11.
- Regulatory assets under management went from $455,296,378 to $623,744,712 (+37%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Machine Investment Group, LP (CRD 315219): Form ADV filing data as of October 2026.