Aventail Capital Group, Lp
- Regulatory AUM
- $2.6B
- Discretionary
- $2.6B
- Clients
- 11
- Avg AUM / client
- $232M
- Accounts
- 11
- Employees
- 23
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 11 | $2.6B | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Aventail Energy Master Fund, Lp master | Hedge Fund | Cayman Islands | $1.1B | 67 |
| Aventail Metric Co Investment Fund, Lp | Hedge Fund | Cayman Islands | $158M | 2 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Grant, Sean, Cameron | Limited Partner | Dec 2017 (9y) | 25% – 50% | |
| Sethna, Sameer, Gautam | Limited Partner | Dec 2017 (9y) | 25% – 50% | |
| Lucas, Craig, Martin | Limited Partner | Jan 2020 (7y) | 25% – 50% | |
| Lee, John, (Nmn) | Chief Compliance Officer And Chief Operating Officer | Mar 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Aventail Capital Group Gp, Llc | General Partner | Dec 2017 | A | Less than 5% |
Undisclosed: 0% – 25% 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, $1.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Aventail Energy Master Fund, Lp | Hedge Fund | $1.1B | $1.0M | 67 |
| Aventail Metric Co Investment Fund, Lp | Hedge Fund | $158M | $100K | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.63 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
- • Other fees
- • PERFORMANCE-BASED ALLOCATIONS
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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗