# Senator Investment Group LP

> Senator Investment Group LP is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 160935
- Filed as: SENATOR INVESTMENT GROUP LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160935
- AdvisorCensus page: https://advisorcensus.com/firm/senator-investment-group-lp-new-york-ny-160935

## Quick answers

**How is Senator Investment Group LP compensated?**
On its Form ADV (Item 5.E, October 2026), Senator Investment Group LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Senator Investment Group LP located?**
Senator Investment Group LP's principal office is in New York, NY, according to its Form ADV.

**Is Senator Investment Group LP registered with the SEC or a state?**
Senator Investment Group LP is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160935.

**How much does Senator Investment Group LP manage?**
Senator Investment Group LP reports $4,923,579,337 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Senator Investment Group LP's assets and staff changed since 2021?**
In the Form ADV data for Senator Investment Group LP: Regulatory assets under management: $9,699,810,183 in the October 2021 data and $4,923,579,337 in the October 2026 data, down 49%. Total employees: 29 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Senator Investment Group LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does Senator Investment Group LP 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/160935

**What changed in Senator Investment Group LP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 14 to 12.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,923,579,337
- Discretionary: $4,923,579,337
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $4,923,579,337 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 26 total, 12 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)
- [senatorlp.com](https://senatorlp.com)
- LinkedIn @senator-investment-group-lp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $9,699,810,183 | 29 | July 28, 2021 |
| October 2022 | $9,060,197,291 | 28 | September 21, 2022 |
| October 2023 | $4,891,627,000 | 29 | March 30, 2023 |
| October 2024 | $5,344,342,057 | 25 | March 15, 2024 |
| October 2025 | $5,022,500,628 | 28 | March 28, 2025 |
| October 2026 | $4,923,579,337 | 26 | March 26, 2026 |

Regulatory assets under management: $9,699,810,183 in the October 2021 data and $4,923,579,337 in the October 2026 data, down 49%.
Total employees: 29 in October 2021 and 26 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 14 to 12.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Senator Investment Group LP (CRD 160935): Form ADV filing data as of October 2026.