AdvisorCensus / Financial advisors / Tennessee / Nashville / Malt Partners Management LLC
Malt Partners Management LLC
Filed as MALT PARTNERS MANAGEMENT LLC
Malt Partners Management LLC is an SEC-registered investment advisory firm in Nashville, TN, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.
Quick answers
From the filingHow is Malt Partners Management LLC compensated?
On its Form ADV (Item 5.E, October 2026), Malt Partners Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Malt Partners Management LLC located?
Malt Partners Management LLC's principal office is in Nashville, TN, according to its Form ADV.
Is Malt Partners Management LLC registered with the SEC or a state?
Malt Partners Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337855.
How much does Malt Partners Management LLC manage?
Malt Partners Management LLC reports $36,321,031 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).
What types of clients does Malt Partners Management LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).
Does Malt Partners 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/337855
What changed in Malt Partners Management LLC's recent Form ADV filings?
In the January 2026 filing data: Employees performing advisory functions went from 1 to 2. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 6, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$36,321,031 as of October 2026, filing dated March 6, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- January 2026
- Employees performing advisory functions went from 1 to 2.
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Malt Partners Management LLC (CRD 337855): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/malt-partners-management-llc-nashville-tn-337855