Toms Capital Investment Management Lp
- Regulatory AUM
- $2.7B
- Discretionary
- $2.7B
- Clients
- 10
- Avg AUM / client
- $266M
- Accounts
- 10
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of Jun 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1 | $278M | 10.4% |
| Pooled investment vehicles (non-investment companies) | 5 | $1.7B | 65.4% |
| Corporations and other businesses | 4 | $643M | 24.1% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Tcim Master Fund Ltd master | Hedge Fund | Cayman Islands | $1.3B | 120 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gottesman, Noam | Limited Partner | Jun 2017 (9y) | ≈ 0% – 5% via Tcim Management Gp Llc | |
| Pass, Benjamin | Chief Investment Officer | Jun 2017 (9y) | 25% – 50% | |
| Patel, Anupkumar, Rameshchandra | Chief Financial Officer | Jun 2017 (9y) | Less than 5% | |
| Dagan, Jacqueline | Chief Compliance Officer & General Counsel | Oct 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tcim Management Gp Llc | General Partner | Jun 2017 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Gottesman, Noam: 75% – 100% of Tcim Management Gp Llc × 0% – 5% direct ≈ 0% – 5% 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 (1, $1.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Tcim Master Fund Ltd | Hedge Fund | $1.3B | $5.0M | 120 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/05/2026 | 1.31 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
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Morgan Stanley $1.1B (40% of AUM) Jun 2026
- Goldman Sachs $102M (5% of AUM) Oct 2023
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 05, 2026.
View current Form ADV (SEC/IAPD) ↗