Egis Capital Partners Lp
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 306123
· SEC file 801-136795
· Summit, NJ
· www.linkedin.com
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ADV data as of Jul 13, 2026
- Regulatory AUM
- $161M
- Discretionary
- $161M
- Clients
- 5
- Avg AUM / client
- $32.2M
- Accounts
- 5
- Employees
- 4
AUM over time
$115M
$161M
Jun 30, 2022
Jul 13, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 | — | — |
| High net worth individuals | Fewer than 5 | — | — |
| Banking or thrift institutions | Fewer than 5 | — | — |
| Pooled investment vehicles (non-investment companies) | 5 | $161M | 100.0% |
| Pension and profit sharing plans | Fewer than 5 | — | — |
| Charitable organizations | Fewer than 5 | — | — |
| State or municipal government entities | Fewer than 5 | — | — |
| Other investment advisers | Fewer than 5 | — | — |
| Insurance companies | Fewer than 5 | — | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | — | — |
| Corporations and other businesses | Fewer than 5 | — | — |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/13/2026 | 1.95 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
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 13, 2026.
View current Form ADV (SEC/IAPD) ↗