# Saddle Point Management, L.P.

> Saddle Point Management, L.P. is an SEC-registered investment advisory firm in New York, NY, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 19, 2026.

- CRD: 329856
- Filed as: SADDLE POINT MANAGEMENT, L.P.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: May 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329856
- AdvisorCensus page: https://advisorcensus.com/firm/saddle-point-management-l-p-new-york-ny-329856

## Quick answers

**How is Saddle Point Management, L.P. compensated?**
On its Form ADV (Item 5.E, October 2026), Saddle Point Management, L.P. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Where is Saddle Point Management, L.P. located?**
Saddle Point Management, L.P.'s principal office is in New York, NY, according to its Form ADV.

**Is Saddle Point Management, L.P. registered with the SEC or a state?**
Saddle Point Management, L.P. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 329856.

**How much does Saddle Point Management, L.P. manage?**
Saddle Point Management, L.P. reports $857,172,120 in regulatory assets under management in its Form ADV filing dated May 19, 2026 (100% discretionary).

**How have Saddle Point Management, L.P.'s assets and staff changed since 2024?**
In the Form ADV data for Saddle Point Management, L.P.: Regulatory assets under management: $73,209,120 in the October 2024 data and $857,172,120 in the October 2026 data, up 1071%. Total employees: 6 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Saddle Point Management, L.P. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Saddle Point Management, L.P. 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/329856

**What changed in Saddle Point Management, L.P.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $857,172,120
- Discretionary: $857,172,120
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $857,172,120 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- saddlepointmanagement.com
- LinkedIn @saddle-point-management-l-p

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $73,209,120 | 6 | June 4, 2024 |
| October 2025 | $6,640,000 | 4 | July 14, 2025 |
| October 2026 | $857,172,120 | 5 | May 19, 2026 |

Regulatory assets under management: $73,209,120 in the October 2024 data and $857,172,120 in the October 2026 data, up 1071%.
Total employees: 6 in October 2024 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.

### December 2025
- Regulatory assets under management went from $6,640,000 to $857,649,000 (+12816%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Saddle Point Management, L.P. (CRD 329856): Form ADV filing data as of October 2026.