{ "crd_number": 161644, "slug": "woodson-capital-management-lp-greenwich-ct-161644", "primary_business_name": "WOODSON CAPITAL MANAGEMENT, LP", "legal_name": "WOODSON CAPITAL MANAGEMENT, LP", "dbas": [], "city": "Greenwich", "state": "CT", "country": "United States", "cbsa_code": "14860", "metro": { "cbsa_code": "14860", "common_name": "Bridgeport", "msa_name": "Bridgeport-Stamford-Danbury, CT", "path": "/advisors/ct/bridgeport" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2016-07-01", "years_registered": 10, "period": "2026-10-01", "filing_date": "2026-03-30", "carried_forward": false, "raum_total": 1546274365.0, "raum_discretionary": 1546274365.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 10, "advisory_employees": 5, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 1546274365.0, "count": 6 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CT" ], "websites": [ "https://twitter.com/WoodsonCapital" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161644", "city_as_filed": "GREENWICH", "url": "https://advisorcensus.com/firm/woodson-capital-management-lp-greenwich-ct-161644", "display_name": "Woodson Capital Management, LP", "summary": "Woodson Capital Management, LP is an SEC-registered investment advisory firm in Greenwich, CT, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.", "citation": "AdvisorCensus. Woodson Capital Management, LP (CRD 161644): 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 Woodson Capital Management, LP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Woodson Capital Management, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "How much does Woodson Capital Management, LP charge?", "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 1.2% to 2% 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 Woodson Capital Management, LP located?", "a": "Woodson Capital Management, LP's principal office is in Greenwich, CT, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)." }, { "q": "Is Woodson Capital Management, LP registered with the SEC or a state?", "a": "Woodson Capital Management, LP is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 161644." }, { "q": "How much does Woodson Capital Management, LP manage?", "a": "Woodson Capital Management, LP reports $1,546,274,365 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)." }, { "q": "How have Woodson Capital Management, LP's assets and staff changed since 2021?", "a": "In the Form ADV data for Woodson Capital Management, LP: Regulatory assets under management: $3,387,100,588 in the October 2021 data and $1,546,274,365 in the October 2026 data, down 54%. Total employees: 10 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Woodson Capital Management, LP serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6)." }, { "q": "Does Woodson Capital Management, 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/161644" }, { "q": "What changed in Woodson Capital Management, LP's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $1,321,547,128 to $1,546,274,365 (+17%). Changed its office addresses in New York, NY." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 3387100588.0, "total_employees": 10, "filing_date": "2021-03-30" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1968891539.0, "total_employees": 12, "filing_date": "2022-09-21" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1366064061.0, "total_employees": 11, "filing_date": "2023-03-30" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1156084409.0, "total_employees": 11, "filing_date": "2024-03-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1321547128.0, "total_employees": 10, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1546274365.0, "total_employees": 10, "filing_date": "2026-03-30" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $1,321,547,128 to $1,546,274,365 (+17%).", "Changed its office addresses in New York, NY." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 30, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": "1.2% to 2% 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: 1.2% to 2% a year (a range, as the brochure states it)" ], "quotes": [ "Woodson will generally receive a management fee of between 1.2% to 2.0% per annum paid quarterly in advance as of the first business day of each calendar quarter based on the value of each underlying investor’s account and adjusted during the quarter for any contributions or withdrawals." ] } ], "values": { "tiers": [], "range_pct": [ 1.2, 2.0 ], "max_pct": null, "account_minimum": null, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "Woodson will generally receive a management fee of between 1.2% to 2.0% per annum paid quarterly in advance as of the first business day of each calendar quarter based on the value of each underlying investor’s account and adjusted during the quarter for any contributions or withdrawals." ], "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/woodson-capital-management-lp-greenwich-ct-161644.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 6, "fewer_than_5": false, "raum": 1546274365.0 } ], "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/161644", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }