Locust Wood Capital Advisers, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 27, 2026, reports $4.4B in regulatory assets under management, 12 employees, 1 office, and 17 accounts.
Assets Under Management
$4.4B
Employees
12
Offices
1 office
Total Clients
18
Primary office
NEW YORK, NY
90 PARK AVENUE, FLOOR 27, NEW YORK, NY, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentOther Advisers represent 33.3% of total clients.
Top client categories% of clientsClients
1
Other Advisers
33.3%
6
2
HNWI
16.7%
3
3
Pooled Investment Vehicles
11.1%
2
4
Pension Plans
11.1%
2
5
Charitable
5.6%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.4Bas of March 27, 2026
Discretionary100.0%
$4.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.4B
Total Accounts17
10Y AUM Change+$3.2B (+275.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee2:1
10Y Employee Change+1 (+9.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.