AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / Saothair Capital Partners

Saothair Capital Partners

Wayne, PASEC-registered investment adviserCRD 328192

Filed as SAOTHAIR CAPITAL PARTNERS · Legal name Saothair Capital Partners, LLC

Saothair Capital Partners is an SEC-registered investment advisory firm in Wayne, PA, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 29, 2026.

1 year
registered since 2025
$500,709,754
assets under management
2 arrangements
Percentage of assets, Performance-based
None
disclosure items (Item 11)

Quick answers

From the filing

How is Saothair Capital Partners compensated?

On its Form ADV (Item 5.E, October 2026), Saothair Capital Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

Where is Saothair Capital Partners located?

Saothair Capital Partners' principal office is in Wayne, PA, according to its Form ADV.

Is Saothair Capital Partners registered with the SEC or a state?

Saothair Capital Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 328192.

How much does Saothair Capital Partners manage?

Saothair Capital Partners reports $500,709,754 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (100% discretionary).

How have Saothair Capital Partners' assets and staff changed since 2024?

In the Form ADV data for Saothair Capital Partners: Regulatory assets under management: $163,323,190 in the October 2025 data and $500,709,754 in the October 2026 data, up 207%. Total employees: 7 in October 2025 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Saothair Capital Partners serve?

By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

Does Saothair Capital Partners 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/328192

Does Saothair Capital Partners state an account minimum?

Its Form ADV Part 2A brochure dated March 27, 2026 says: "The minimum initial capital commitment generally required for an Investor in a Fund is $5 million (subject to a General Partner’s discretion to accept a lesser amount)."

What changed in Saothair Capital Partners' recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $163,323,190 to $500,709,754 (+207%). Employees performing advisory functions went from 5 to 6.

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

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 2A

Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

The brochure's wording
The minimum initial capital commitment generally required for an Investor in a Fund is $5 million (subject to a General Partner’s discretion to accept a lesser amount).

As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$500,709,754

$500,709,754 as of October 2026, filing dated April 29, 2026.

Discretionary: $500,709,754.Non-discretionary: $0.

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.D
Pooled investment vehicles (other than investment companies and business development companies)
Clients 4 Assets $500,709,754 (100%)

A 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)

Registration and firm details

Items 1, 2, 5
Legal name
Saothair Capital Partners, LLC
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2025 (1 year)
Employees
Total: 8. Performing investment advisory functions: 6.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
PA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None 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
Not reported 2024 $163M 2025 $501M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$500,709,7548April 29, 2026
October 2025$163,323,1907June 27, 2025
October 2024Not reportedNot reportedSeptember 26, 2024

Regulatory assets under management: $163,323,190 in the October 2025 data and $500,709,754 in the October 2026 data, up 207%.

Total employees: 7 in October 2025 and 8 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
  1. April 2026
    • Regulatory assets under management went from $163,323,190 to $500,709,754 (+207%).
    • Employees performing advisory functions went from 5 to 6.

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.I
saothair.com

Source: 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. Saothair Capital Partners (CRD 328192): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/saothair-capital-partners-wayne-pa-328192