Firm profile

ASTATINE INVESTMENT PARTNERS

GREENWICH, CTCRD 156918Latest ADV March 31, 2026

Astatine Investment Partners is an SEC registered investment adviser with a primary office location in Greenwich, CT. Its latest Form ADV filing, dated March 31, 2026, reports $1.6B in regulatory assets under management, 24 employees, and 6 accounts.

Assets Under Management
$1.6B
Employees
24
Offices
--
Total Clients
6
Primary office
GREENWICH, CT
50 OLD FIELD POINT RD, GREENWICH, CT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOJames M. Metcalfe
CCOMatthew Huggett
CFOLubna Rehman

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.6Bas of March 31, 2026
Discretionary78.4%
$1.2B
78% of total RAUM78.4%
Non-discretionary21.6%
$340M
22% of total RAUM21.6%
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$1.6B
Total Accounts6
10Y AUM Change$-7.8B (-83.2%)

Employee Growth by Quarter

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

Total Employees24
Clients per Employee0:1
10Y Employee Change-13 (-35.1%)

* 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.