{
  "crd_number": 323078,
  "slug": "surgocap-partners-lp-new-york-ny-323078",
  "primary_business_name": "SURGOCAP PARTNERS LP",
  "legal_name": "SURGOCAP PARTNERS LP",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-12-07",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-06-26",
  "carried_forward": false,
  "raum_total": 7354761131.0,
  "raum_discretionary": 7354761131.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 28,
  "advisory_employees": 12,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 7354761131.0,
      "count": 4
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://linkedin.com/company/surgocap-partners",
    "https://surgocap.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323078",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/surgocap-partners-lp-new-york-ny-323078",
  "display_name": "Surgocap Partners LP",
  "summary": "Surgocap Partners LP is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 26, 2026.",
  "citation": "AdvisorCensus. Surgocap Partners LP (CRD 323078): 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 Surgocap Partners LP compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Surgocap Partners LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "How much does Surgocap Partners LP charge?",
      "a": "Its Form ADV Part 2A brochure dated June 26, 2026 states: Asset-based fee: 0.875% to 1.75% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Surgocap Partners LP located?",
      "a": "Surgocap Partners LP's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Surgocap Partners LP registered with the SEC or a state?",
      "a": "Surgocap Partners LP is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323078."
    },
    {
      "q": "How much does Surgocap Partners LP manage?",
      "a": "Surgocap Partners LP reports $7,354,761,131 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have Surgocap Partners LP's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Surgocap Partners LP: Regulatory assets under management: $1,991,328,718 in the October 2023 data and $7,354,761,131 in the October 2026 data, up 269%. Total employees: 20 in October 2023 and 28 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Surgocap Partners LP serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4)."
    },
    {
      "q": "Does Surgocap Partners LP 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/323078"
    },
    {
      "q": "What changed in Surgocap Partners LP's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 10 to 12. Regulatory assets under management went from $4,827,704,880 to $7,354,761,131 (+52%)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1991328718.0,
      "total_employees": 20,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2992502057.0,
      "total_employees": 23,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 4827704880.0,
      "total_employees": 24,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 7354761131.0,
      "total_employees": 28,
      "filing_date": "2026-06-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 10 to 12.",
        "Regulatory assets under management went from $4,827,704,880 to $7,354,761,131 (+52%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.875% to 1.75% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.875% to 1.75% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "With respect to the Funds, Surgo charges a management fee (the “Management Fee”) that varies depending on the applicable share class and generally ranges from approximately 0.875% -1.75% (per annum)"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.875,
        1.75
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "With respect to the Funds, Surgo charges a management fee (the “Management Fee”) that varies depending on the applicable share class and generally ranges from approximately 0.875% -1.75% (per annum)"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/surgocap-partners-lp-new-york-ny-323078.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 7354761131.0
    }
  ],
  "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/323078",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}