Raga Partners Lp
- Regulatory AUM
- $2.2B
- Discretionary
- $289M
- Clients
- 1
- Avg AUM / client
- $2.2B
- Accounts
- 4
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of May 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $1.9B | 84.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $289M | 13.2% |
| Charitable organizations | Fewer than 5 clients | $44.5M | 2.03% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $41.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Raga Capital Partners I Lp | Private Equity Fund | Delaware | $41.0M | 42 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joshi, Atul, Shrikant | Owner And Managing Member | Feb 2021 (6y) | ≈ 37.5% – 75% via Raga Management Llc | |
| Sullivan, Noel | Director | Feb 2021 (6y) | Less than 5% | |
| Raftery, Brian, Edward | Trustee | Feb 2021 (6y) | GP / trustee / elected manager of Joshi Family Legacy Trust (indirect) | |
| Senatore, Matthew, John | Chief Compliance Officer | Nov 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Raga Management Llc | Owner | Feb 2021 | A | 75% or more |
| Joshi Family Legacy Trust | Owner | Jan 2021 | B | ≈ 18.75% – 50% via Raga Management Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Joshi, Atul, Shrikant: 50% – 75% of Raga Management Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Joshi Family Legacy Trust: 25% – 50% of Raga Management Llc × 75% – 100% direct ≈ 18.75% – 50% 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, $41.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Raga Capital Partners I Lp | Private Equity Fund | $41.0M | $3.0M | 42 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/04/2026 | 1.21 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 individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Nydig Trust Company Llc $631M (29% of AUM) May 2026
- J.P. Morgan $214M (10% of AUM) May 2025
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: May 04, 2026.
View current Form ADV (SEC/IAPD) ↗