Method Advisors, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2022 · $84.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Method Advisors 2012 Continuation Fund, L.P. | Private Equity Fund | Delaware | $44.8M | 2 |
| Method Advisors 2009 Continuation Fund, L.P. | Private Equity Fund | Delaware | $39.2M | 3 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stewart, Eric, William | Managing Member And Chief Compliance Officer | Jun 2007 (19y) | 10% – 25% | |
| Welch, Christopher, Paul | Managing Member | Jun 2007 (19y) | 75% or more |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $84.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Method Advisors 2012 Continuation Fund, L.P. | Private Equity Fund | $44.8M | $1.0M | 2 |
| Method Advisors 2009 Continuation Fund, L.P. | Private Equity Fund | $39.2M | $1.0M | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 946 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Reported custodians
- Charles Schwab & Co. $22.3M (15% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗