{ "crd_number": 284653, "slug": "mantle-ridge-lp-new-york-ny-284653", "primary_business_name": "MANTLE RIDGE LP", "legal_name": "MANTLE RIDGE LP", "dbas": [], "city": "New York", "state": "NY", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2016-07-25", "years_registered": 10, "period": "2026-10-01", "filing_date": "2026-05-08", "carried_forward": false, "raum_total": 5348830341.0, "raum_discretionary": 5348830341.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 15, "advisory_employees": 6, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 5348830341.0, "count": 13 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://mantleridge.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284653", "city_as_filed": "NEW YORK", "url": "https://advisorcensus.com/firm/mantle-ridge-lp-new-york-ny-284653", "display_name": "Mantle Ridge LP", "summary": "Mantle Ridge LP is an SEC-registered investment advisory firm in New York, NY, registered since 2016, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 8, 2026.", "citation": "AdvisorCensus. Mantle Ridge LP (CRD 284653): 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 pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Mantle Ridge LP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Mantle Ridge 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." }, { "q": "Where is Mantle Ridge LP located?", "a": "Mantle Ridge LP's principal office is in New York, NY, according to its Form ADV." }, { "q": "Is Mantle Ridge LP registered with the SEC or a state?", "a": "Mantle Ridge LP is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 284653." }, { "q": "How much does Mantle Ridge LP manage?", "a": "Mantle Ridge LP reports $5,348,830,341 in regulatory assets under management in its Form ADV filing dated May 8, 2026 (100% discretionary)." }, { "q": "How have Mantle Ridge LP's assets and staff changed since 2021?", "a": "In the Form ADV data for Mantle Ridge LP: Regulatory assets under management: $1,364,622,508 in the October 2021 data and $5,348,830,341 in the October 2026 data, up 292%. Total employees: 7 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Mantle Ridge LP serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (13)." }, { "q": "Does Mantle Ridge 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/284653" }, { "q": "What changed in Mantle Ridge LP's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $3,348,250,348 to $5,348,830,341 (+60%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1364622508.0, "total_employees": 7, "filing_date": "2021-03-25" }, { "period": "2022-10-01", "regulatory_assets_under_management": 3811643465.0, "total_employees": 7, "filing_date": "2022-04-14" }, { "period": "2023-10-01", "regulatory_assets_under_management": 4601212645.0, "total_employees": 7, "filing_date": "2023-05-02" }, { "period": "2024-10-01", "regulatory_assets_under_management": 4618620000.0, "total_employees": 12, "filing_date": "2024-05-17" }, { "period": "2025-10-01", "regulatory_assets_under_management": 3348250348.0, "total_employees": 13, "filing_date": "2025-05-01" }, { "period": "2026-10-01", "regulatory_assets_under_management": 5348830341.0, "total_employees": 15, "filing_date": "2026-05-08" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 5 to 6.", "Regulatory assets under management went from $3,348,250,348 to $5,348,830,341 (+60%)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/mantle-ridge-lp-new-york-ny-284653.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 13, "fewer_than_5": false, "raum": 5348830341.0 } ], "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/284653", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }