# Ratan Capital Management, LP

> Ratan Capital Management, LP is an SEC-registered investment advisory firm in Miami, FL, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 160440
- Filed as: RATAN CAPITAL MANAGEMENT, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160440
- AdvisorCensus page: https://advisorcensus.com/firm/ratan-capital-management-lp-miami-fl-160440

## Quick answers

**How is Ratan Capital Management, LP compensated?**
On its Form ADV (Item 5.E, October 2026), Ratan Capital Management, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Ratan Capital Management, LP located?**
Ratan Capital Management, LP's principal office is in Miami, FL, according to its Form ADV.

**Is Ratan Capital Management, LP registered with the SEC or a state?**
Ratan Capital Management, LP is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 160440.

**How much does Ratan Capital Management, LP manage?**
Ratan Capital Management, LP reports $401,858,567 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Ratan Capital Management, LP's assets and staff changed since 2021?**
In the Form ADV data for Ratan Capital Management, LP: Regulatory assets under management: $890,227,960 in the October 2021 data and $401,858,567 in the October 2026 data, down 55%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ratan Capital Management, LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Ratan Capital Management, LP report any disciplinary disclosures?**
Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.C(1) (SEC or CFTC finding of a false statement or omission), 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160440

**Does Ratan Capital Management, LP state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "The minimum investment is $1,000,000. We retain the right to waive the minimum subscription requirements in our sole discretion."

**What changed in Ratan Capital Management, LP's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $196,086,597 to $401,858,567 (+105%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> The minimum investment is $1,000,000. We retain the right to waive the minimum subscription requirements in our sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $401,858,567
- Discretionary: $401,858,567
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $401,858,567 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports 4 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(1): Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160440

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $890,227,960 | 3 | March 31, 2021 |
| October 2022 | $697,247,957 | 3 | March 31, 2022 |
| October 2023 | $137,374,271 | 2 | May 16, 2023 |
| October 2024 | $153,094,620 | 2 | May 10, 2024 |
| October 2025 | $196,086,597 | 2 | May 13, 2025 |
| October 2026 | $401,858,567 | 2 | March 27, 2026 |

Regulatory assets under management: $890,227,960 in the October 2021 data and $401,858,567 in the October 2026 data, down 55%.
Total employees: 3 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $196,086,597 to $401,858,567 (+105%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ratan Capital Management, LP (CRD 160440): Form ADV filing data as of October 2026.