Achieve Partners 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 $672M in regulatory assets under management, 12 employees, and 15 accounts.
Assets Under Management
$672M
Employees
12
Offices
--
Total Clients
16
Primary office
NEW YORK, NY
104 WEST 40TH STREET, SUITE 1600, NEW YORK, NY, United States
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 93.8% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
93.8%
15
2
Investment Cos.
6.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$672Mas of March 31, 2026
Discretionary100.0%
$672M
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$672M
Total Accounts15
10Y AUM Change+$672M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee1:1
10Y Employee Change+10 (+500.0%)
* 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.