AdvisorCensus / Financial advisors / New York / New York / Steadfast Capital Management LP
Steadfast Capital Management LP is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Steadfast Capital Management LP compensated?
On its Form ADV (Item 5.E, October 2026), Steadfast Capital Management LP reports these compensation arrangements: a percentage of assets under its management; other.
Where is Steadfast Capital Management LP located?
Steadfast Capital Management LP's principal office is in New York, NY, according to its Form ADV.
Is Steadfast Capital Management LP registered with the SEC or a state?
Steadfast Capital Management LP is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157124.
How much does Steadfast Capital Management LP manage?
Steadfast Capital Management LP reports $10,360,800,715 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have Steadfast Capital Management LP's assets and staff changed since 2021?
In the Form ADV data for Steadfast Capital Management LP: Regulatory assets under management: $14,548,941,791 in the October 2021 data and $10,360,800,715 in the October 2026 data, down 29%. Total employees: 51 in October 2021 and 43 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Steadfast 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) (2).
Does Steadfast Capital Management LP report any disciplinary disclosures?
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). 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/157124
Does Steadfast Capital Management LP state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The minimum investment is generally $1,000,000 with respect to the Funds. However, Steadfast may, to the extent permitted under applicable law, reduce any of these minimum investments at its discretion."
What changed in Steadfast Capital Management LP's recent Form ADV filings?
In the April 2026 filing data: Its Item 11 disclosure answers changed. Employees performing advisory functions went from 19 to 25. Regulatory assets under management went from $8,522,494,093 to $10,360,800,715 (+22%).
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
- Other
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 2AAccount minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum investment is generally $1,000,000 with respect to the Funds. However, Steadfast may, to the extent permitted under applicable law, reduce any of these minimum investments at its discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 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$10,360,800,715 as of October 2026, filing dated March 31, 2026.
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.DA 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- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2012 (14 years)
- Employees
- Total: 43. Performing investment advisory functions: 25.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 111 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.
Questions answered yes on this filing
Regulatory matters Items 11.C to 11.G
- 11.E(2) Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
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. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $10,360,800,715 | 43 | March 31, 2026 |
| October 2025 | $8,522,494,093 | 36 | May 19, 2025 |
| October 2024 | $7,215,624,352 | 34 | March 29, 2024 |
| October 2023 | $8,770,200,670 | 37 | March 31, 2023 |
| October 2022 | $11,133,726,933 | 49 | March 31, 2022 |
| October 2021 | $14,548,941,791 | 51 | March 31, 2021 |
Regulatory assets under management: $14,548,941,791 in the October 2021 data and $10,360,800,715 in the October 2026 data, down 29%.
Total employees: 51 in October 2021 and 43 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- April 2026
- Its Item 11 disclosure answers changed.
- Employees performing advisory functions went from 19 to 25.
- Regulatory assets under management went from $8,522,494,093 to $10,360,800,715 (+22%).
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.ISource: 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. Steadfast Capital Management LP (CRD 157124): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/steadfast-capital-management-lp-new-york-ny-157124