Inherent Group, Lp
- 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
Annual snapshots from Form ADV filings · as of Mar 13, 2026
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $139M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Inherent Esg Opportunity Master, Lp master | Hedge Fund | Cayman Islands | $89.0M | 66 |
| Inherent Aspiration Llc | Other Private Fund | Delaware | $38.1M | 5 |
| Inherent Cio1, Llc | Other Private Fund | Delaware | $8.0M | 6 |
| Inherent Credit Opportunities, Lp | Hedge Fund | Delaware | $4.0M | 12 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Davis, Anthony, Lynn | Chief Executive Officer, Chief Investment Officer | Aug 2017 (9y) | ≈ 0% – 5% via Inherent Group Gp, Llc | |
| Ellis, Michael, Aaron | Managing Director, Chief Operating Officer, Chief Compliance Officer | Aug 2017 (9y) | Less than 5% | |
| Schaefer Klyap, Danielle "Nmn" | Chief Financial Officer | Jan 2018 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Inherent Holdings, Llc | Limited Partner | Mar 2018 | A | 75% or more |
| Inherent Group Gp, Llc | General Partner | Aug 2017 | A | Less than 5% |
| Ald 2018 Gst Trust | Managing Member | Mar 2018 | B | ≈ 37.5% – 75% via Inherent Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Davis, Anthony, Lynn: 75% – 100% of Inherent Group Gp, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
- Ald 2018 Gst Trust: 50% – 75% of Inherent Holdings, Llc × 75% – 100% direct ≈ 37.5% – 75% 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 (4, $139M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Inherent Esg Opportunity Master, Lp | Hedge Fund | $89.0M | $5.0M | 66 |
| Inherent Aspiration Llc | Other Private Fund | $38.1M | $0 | 5 |
| Inherent Cio1, Llc | Other Private Fund | $8.0M | $0 | 6 |
| Inherent Credit Opportunities, Lp | Hedge Fund | $4.0M | $5.0M | 12 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 1.24 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
Not reported.
Custody
Reported custodians
- Continental Stock Transfer & Trust Company $71.7M (6% of AUM) Nov 2021
- J.P. Morgan $58.5M (5% of AUM) Apr 2022
- Carta Securities, Llc $54.0M (5% of AUM) Nov 2021
- Millennium Trust Company, Llc $8.8M (1% of AUM) Nov 2021
- Goldman Sachs $754K (0% of AUM) Nov 2021
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 13, 2026.
View current Form ADV (SEC/IAPD) ↗