Antarctica Investment Advisors, Llc
- Regulatory AUM
- $5.6B
- Discretionary
- $5.6B
- Clients
- 36
- Avg AUM / client
- $155M
- Accounts
- 36
- Employees
- 32
AUM over time
Annual snapshots from Form ADV filings · as of Jun 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 18 | $1.3B | 22.8% |
| Insurance companies | 18 | $4.3B | 77.2% |
Private funds (18)
View all →Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $1.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Earthdaily Holdings Lp | Private Equity Fund | Delaware | $399M | 20 |
| Antarctica Earthdaily Holdings, Lp master | Private Equity Fund | Delaware | $307M | 15 |
| Antarctica Midwest Investment Partners, Lp master | Private Equity Fund | Delaware | $113M | 5 |
| Paulet Credit Partners, Lp | Private Equity Fund | Delaware | $109M | 1 |
| Descartes Debt Partners, Llc | Private Equity Fund | Delaware | $52.5M | 4 |
| Descartes Investment Partners, Lp | Private Equity Fund | Delaware | $45.0M | 4 |
| Antarctica Special Opportunities Partners Viii, Lp | Private Equity Fund | Delaware | $43.0M | 1 |
| Antarctica Special Opportunities Partners V, Lp | Private Equity Fund | Delaware | $43.0M | 1 |
| Antarctica Special Opportunities Partners Vii, Lp | Private Equity Fund | Delaware | $42.6M | 1 |
| Antarctica Special Opportunities Partners Ii, Lp | Private Equity Fund | Delaware | $37.8M | 1 |
| Earthdaily Credit Aggregator Lp | Private Equity Fund | Delaware | $37.3M | 5 |
| Antarctica Special Opportunities Partners Vi, Lp | Private Equity Fund | Delaware | $36.4M | 1 |
| Antarctica Special Opportunities Partners Iv, Lp master | Private Equity Fund | Delaware | $34.8M | 1 |
| Global Partner Sponsor Ii Llc | Private Equity Fund | Delaware | $20.1M | 33 |
| Antarctica Digital Infrastructure Partners, Llc | Private Equity Fund | Delaware | $15.6M | 3 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Patel, Chandra, R | Managing Partner | Jul 2016 (10y) | ≈ 56.25% – 100% via Antarctica Investors, Llc | |
| Klingbaum, Florina | Chief Financial Officer | Aug 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Antarctica Investors, Llc | Member | Aug 2016 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Patel, Chandra, R: 75% – 100% of Antarctica Investors, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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 (18, $1.4B gross assets)
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/10/2026 | 6.06 MB | 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
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • ADMIN, ADVISOR, EXECUTIVE, OPERATIONAL & TRANSACTION FEES
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Us Bancorp $2.7B (48% of AUM) Jun 2026
- Citibank $872M (16% of AUM) Jun 2026
- State Street $771M (14% of AUM) Jun 2026
- First Republic Bank $25.4M (1% of AUM) Jul 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jun 10, 2026.
View current Form ADV (SEC/IAPD) ↗