AdvisorCensus / Financial advisors / New York / New York / Metropolitan Partners Group Management, LLC
Metropolitan Partners Group Management, LLC
Filed as METROPOLITAN PARTNERS GROUP MANAGEMENT, LLC
Metropolitan Partners Group Management, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 15, 2026.
Quick answers
From the filingHow is Metropolitan Partners Group Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Metropolitan Partners Group 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 Metropolitan Partners Group Management, LLC located?
Metropolitan Partners Group Management, LLC's principal office is in New York, NY, according to its Form ADV.
Is Metropolitan Partners Group Management, LLC registered with the SEC or a state?
Metropolitan Partners Group Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 289048.
How much does Metropolitan Partners Group Management, LLC manage?
Metropolitan Partners Group Management, LLC reports $1,788,408,969 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (92% discretionary).
How have Metropolitan Partners Group Management, LLC's assets and staff changed since 2021?
In the Form ADV data for Metropolitan Partners Group Management, LLC: Regulatory assets under management: $519,640,116 in the October 2021 data and $1,788,408,969 in the October 2026 data, up 244%. Total employees: 28 in October 2021 and 51 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Metropolitan Partners Group Management, LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (19); corporations or other businesses not listed above (4).
Which custodians does Metropolitan Partners Group Management, LLC use?
Metropolitan Partners Group Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Northern Trust as a custodian holding 10% or more of its separately managed account assets.
Does Metropolitan Partners Group 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/289048
What changed in Metropolitan Partners Group Management, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 19 to 20. Regulatory assets under management went from $1,571,519,420 to $1,788,408,969 (+14%). 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
- Other
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 30, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$1,788,408,969 as of October 2026, filing dated May 15, 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
- 2018 (7 years)
- Employees
- Total: 51. Performing investment advisory functions: 20.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- 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
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,788,408,969 | 51 | May 15, 2026 |
| October 2025 | $1,571,519,420 | 43 | April 29, 2025 |
| October 2024 | $1,446,396,765 | 38 | April 30, 2024 |
| October 2023 | $956,257,443 | 39 | May 24, 2023 |
| October 2022 | $749,398,375 | 29 | April 29, 2022 |
| October 2021 | $519,640,116 | 28 | May 21, 2021 |
Regulatory assets under management: $519,640,116 in the October 2021 data and $1,788,408,969 in the October 2026 data, up 244%.
Total employees: 28 in October 2021 and 51 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 19 to 20.
- Regulatory assets under management went from $1,571,519,420 to $1,788,408,969 (+14%).
- Updated its list of owners and control persons (Schedule A).
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.ISource: 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. Metropolitan Partners Group Management, LLC (CRD 289048): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/metropolitan-partners-group-management-llc-new-york-ny-289048