Firm profile

TOMS CAPITAL INVESTMENT MANAGEMENT LP

NEW YORK, NYCRD 291362Latest ADV March 31, 2026

Toms Capital Investment Management LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in New York, NY. Its latest Form ADV filing, dated March 31, 2026, reports $2.7B in regulatory assets under management, 21 employee, and 10 accounts.

Assets Under Management
$2.7B
Employees
21
Offices
--
Total Clients
10
Primary office
NEW YORK, NY
450 WEST 14TH STREET, 13TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOJacqueline Dagan
CFOAnupkumar R. Patel
CIOBenjamin Pass

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 50.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
50.0%
5
2
Corporations
40.0%
4
3
HNWI
10.0%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.7Bas of March 31, 2026
Discretionary100.0%
$2.7B
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.

Latest AUM$2.7B
Total Accounts10
10Y AUM Change+$2.7B

Employee Growth by Quarter

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

Total Employees21
Clients per Employee0:1
10Y Employee Change+14 (+200.0%)

* 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.