Felis Advantage, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Boston, MA. Its latest Form ADV filing, dated February 25, 2026, reports $150M in regulatory assets under management, 5 employees, and 4 accounts.
Assets Under Management
$150M
Employees
5
Offices
--
Total Clients
<5
Primary office
BOSTON, MA
131 DARTMOUTH ST, FLOOR 4, BOSTON, MA, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 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%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$150Mas of February 25, 2026
Discretionary100.0%
$150M
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.
Total AUM$150M
Total Accounts4
10Y AUM Change+$150M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee1:1
10Y Employee Change0 (0.0%)
* 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.