Firm profile

RELATED FUND MANAGEMENT, LLC

NEW YORK, NYCRD 156543Latest ADV March 31, 2026

Related Fund Management, 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 31, 2026, reports $14.0B in regulatory assets under management, 69 employees, 3 offices, and 41 accounts.

Assets Under Management
$14.0B
Employees
69
Offices
3 offices
Total Clients
41
Primary office
NEW YORK, NY
30 HUDSON YARDS, 83RD FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(212) 801-1000
WebsiteNot reported
LinkedInNot reported

Leadership

2 roles identified
CCOSuzanne N. Zacharias
CFOJames L. Kraus

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 97.6% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
97.6%
40
2
MANAGED ACCOUNTS
2.4%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$14.0Bas of March 31, 2026
Discretionary91.8%
$12.9B
92% of total RAUM91.8%
Non-discretionary8.2%
$1.2B
8% of total RAUM8.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$14.0B
Total Accounts41
10Y AUM Change+$10.5B (+302.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees69
Clients per Employee1:1
10Y Employee Change+27 (+64.3%)

* 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.