# Poseidon Investment Management LLC

> Poseidon Investment Management LLC is an exempt reporting adviser in San Francisco, CA, filing reports since 2021. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 311864
- Filed as: POSEIDON INVESTMENT MANAGEMENT LLC
- Also doing business as: POSEIDON ASSET MANAGEMENT
- Reporting status: Exempt reporting adviser (status as filed: State ERA - ACTIVE)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: May 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311864
- AdvisorCensus page: https://advisorcensus.com/firm/poseidon-investment-management-llc-san-francisco-ca-311864

## Quick answers

**Where is Poseidon Investment Management LLC located?**
Poseidon Investment Management LLC's principal office is in San Francisco, CA, according to its Form ADV.

**How does Poseidon Investment Management LLC report to regulators?**
Poseidon Investment Management LLC is an exempt reporting adviser, filing reports since 2021. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 311864.

**How have Poseidon Investment Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Poseidon Investment Management LLC: Regulatory assets under management: $196,492,139 in the October 2021 data and $136,547,812 in the October 2023 data, down 31%. Total employees: 7 in October 2021 and 5 in October 2023. Assets under management move with markets as well as with clients coming and going.

**Does Poseidon Investment 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311864

## From the Form ADV filing

### Firm details
- Reporting since: 2021 (5 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [poseidon.partners](https://poseidon.partners)
- [poseidonassetmanagement.com](https://poseidonassetmanagement.com)
- LinkedIn @poseidon-asset-management-llc-
- X @PoseidonInvest

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $196,492,139 | 7 | August 26, 2021 |
| October 2022 | $200,101,644 | 8 | September 12, 2022 |
| October 2023 | $136,547,812 | 5 | September 22, 2023 |
| October 2025 | Not reported | Not reported | March 14, 2025 |
| October 2026 | Not reported | Not reported | May 18, 2026 |

Regulatory assets under management: $196,492,139 in the October 2021 data and $136,547,812 in the October 2023 data, down 31%.
Total employees: 7 in October 2021 and 5 in October 2023.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Poseidon Investment Management LLC (CRD 311864): Form ADV filing data as of October 2026.