Firm profile

RAITH CAPITAL PARTNERS

NEW YORK, NYCRD 166815Latest ADV April 29, 2026

Raith Capital Partners 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 April 29, 2026, reports $2.8B in regulatory assets under management, 29 employees, 3 offices, and 24 accounts.

Assets Under Management
$2.8B
Employees
29
Offices
3 offices
Total Clients
24
Primary office
NEW YORK, NY
666 THIRD AVENUE, SUITE 1701, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOSandra M. Forman
CFOJustin J. Penny

Advisory services offered

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

Fee models offered

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

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 87.5% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
87.5%
21
2
Government
8.3%
2
3
Insurance Cos.
4.2%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.8Bas of April 29, 2026
Discretionary81.4%
$2.3B
81% of total RAUM81.4%
Non-discretionary18.6%
$527M
19% of total RAUM18.6%
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$2.8B
Total Accounts24
10Y AUM Change+$2.0B (+231.2%)

Employee Growth by Quarter

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

Total Employees29
Clients per Employee1:1
10Y Employee Change+16 (+123.1%)

* 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.