# Poetic Group LLC

> Poetic Group LLC is an SEC-registered investment advisory firm in Hackensack, NJ, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 2, 2026.

- CRD: 293886
- Filed as: POETIC GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hackensack, NJ
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/293886
- AdvisorCensus page: https://advisorcensus.com/firm/poetic-group-llc-hackensack-nj-293886

## Quick answers

**How is Poetic Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Poetic Group 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 Poetic Group LLC located?**
Poetic Group LLC's principal office is in Hackensack, NJ, according to its Form ADV.

**Is Poetic Group LLC registered with the SEC or a state?**
Poetic Group LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 293886.

**How much does Poetic Group LLC manage?**
Poetic Group LLC reports $802,528,734 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (99% discretionary).

**How have Poetic Group LLC's assets and staff changed since 2021?**
In the Form ADV data for Poetic Group LLC: Regulatory assets under management: $316,935,140 in the October 2021 data and $802,528,734 in the October 2026 data, up 153%. Total employees: 6 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Poetic Group LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Which custodians does Poetic Group LLC use?**
Poetic Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists JPMorgan and U.S. Bank, N.A. as custodians holding 10% or more of its separately managed account assets.

**Does Poetic Group 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/293886

**What changed in Poetic Group LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $604,500,446 to $802,528,734 (+33%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- JPMorgan
- U.S. Bank, N.A.

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.

### Regulatory assets under management (Item 5.F)
- Total: $802,528,734
- Discretionary: $794,835,264
- Non-discretionary: $7,693,470

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $765,293,358 |
| Other investment advisers | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $25,903,450 |
| Other | Fewer than 5 | $11,331,926 |

### 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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 9 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- poethillcap.com
- LinkedIn @poet-hill-capital-management-lp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $316,935,140 | 6 | April 29, 2021 |
| October 2022 | $389,156,019 | 8 | August 3, 2022 |
| October 2023 | $368,657,577 | 7 | May 10, 2023 |
| October 2024 | $427,074,835 | 10 | May 13, 2024 |
| October 2025 | $604,500,446 | 9 | March 26, 2025 |
| October 2026 | $802,528,734 | 9 | June 2, 2026 |

Regulatory assets under management: $316,935,140 in the October 2021 data and $802,528,734 in the October 2026 data, up 153%.
Total employees: 6 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $604,500,446 to $802,528,734 (+33%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Poetic Group LLC (CRD 293886): Form ADV filing data as of October 2026.