{ "crd_number": 157798, "slug": "siris-capital-group-llc-west-palm-beach-fl-157798", "primary_business_name": "SIRIS CAPITAL GROUP, LLC", "legal_name": "SIRIS CAPITAL GROUP, LLC", "dbas": [], "city": "West Palm Beach", "state": "FL", "country": "United States", "cbsa_code": "33100", "metro": { "cbsa_code": "33100", "common_name": "Miami", "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL", "path": "/advisors/fl/miami" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-03-14", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 4814637260.0, "raum_discretionary": 4814637260.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 24, "advisory_employees": 15, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 4814637260.0, "count": 10 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "FL", "NY" ], "websites": [ "https://linkedin.com/COMPANY/SIRISCAPITALGROUP", "https://siris.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157798", "city_as_filed": "WEST PALM BEACH", "url": "https://advisorcensus.com/firm/siris-capital-group-llc-west-palm-beach-fl-157798", "display_name": "Siris Capital Group, LLC", "summary": "Siris Capital Group, LLC is an SEC-registered investment advisory firm in West Palm Beach, FL, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Siris Capital Group, LLC (CRD 157798): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Siris Capital Group, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Siris Capital Group, LLC 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." }, { "q": "Where is Siris Capital Group, LLC located?", "a": "Siris Capital Group, LLC's principal office is in West Palm Beach, FL, according to its Form ADV." }, { "q": "Is Siris Capital Group, LLC registered with the SEC or a state?", "a": "Siris Capital Group, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157798." }, { "q": "How much does Siris Capital Group, LLC manage?", "a": "Siris Capital Group, LLC reports $4,814,637,260 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have Siris Capital Group, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Siris Capital Group, LLC: Regulatory assets under management: $6,636,692,138 in the October 2021 data and $4,814,637,260 in the October 2026 data, down 27%. Total employees: 44 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Siris Capital Group, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10)." }, { "q": "Does Siris Capital Group, LLC report any disciplinary disclosures?", "a": "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/157798" }, { "q": "What changed in Siris Capital Group, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 20 to 15. Regulatory assets under management went from $5,390,813,867 to $4,814,637,260 (-11%). Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 6636692138.0, "total_employees": 44, "filing_date": "2021-09-23" }, { "period": "2022-10-01", "regulatory_assets_under_management": 7829573058.0, "total_employees": 48, "filing_date": "2022-03-30" }, { "period": "2023-10-01", "regulatory_assets_under_management": 7189871895.0, "total_employees": 43, "filing_date": "2023-07-03" }, { "period": "2024-10-01", "regulatory_assets_under_management": 7264345445.0, "total_employees": 34, "filing_date": "2024-09-19" }, { "period": "2025-10-01", "regulatory_assets_under_management": 5390813867.0, "total_employees": 27, "filing_date": "2025-03-27" }, { "period": "2026-10-01", "regulatory_assets_under_management": 4814637260.0, "total_employees": 24, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 20 to 15.", "Regulatory assets under management went from $5,390,813,867 to $4,814,637,260 (-11%).", "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-03-01", "period_label": "March 2026", "notes": [ "No longer lists an office in West Palm Beach, FL." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/siris-capital-group-llc-west-palm-beach-fl-157798.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 10, "fewer_than_5": false, "raum": 4814637260.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/157798", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }