Locust Wood Capital Advisers, LLC
● SEC registered since 2011CRD 135140SEC# 801-72132New York, NY
Ranks #1,446 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$4.4B
Fund GAV
$1.3B
Private funds
2
Employees
12
Accounts
17
Location
New York, NY
Locust Wood Capital Advisers, LLC assets under management
Locust Wood Capital Advisers, LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2011. It reports $4.4 billion in regulatory assets under management and employs 12 people. Locust Wood Capital Advisers, LLC manages 2 private funds with combined gross assets of $1.3 billion, including Locust Wood Capital, LP. By regulatory assets, it ranks 1,446 of 6,030 private fund managers.
Locust Wood Capital Advisers, LLC private funds
2 funds · $1.3B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Locust Wood Capital, LP | Hedge | $1.09B | $250K |
| Locust Wood Ultra Fund, LP | Hedge | $214.4M | $250K |
Locust Wood Capital Advisers, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lwca Partners LP Control | Managing Member Of Registrant | Over 75% | 2015 |
| Paul Martin Morris | Chief Operating Officer/Chief Compliance Officer | Under 5% | 2007 |
| Stephen John Errico Control | Chief Investment Officer Of Registrant | Under 5% | 2002 |
| Lwca Partners GP LLC Control | General Partner | — | 2015 |
| Stephen John Errico Control | Limited Partner | Over 75% | 2015 |
| Stephen John Errico Control | Managing And Sole Member | Over 75% | 2015 |
Frequently asked questions
How much does Locust Wood Capital Advisers, LLC manage?
Locust Wood Capital Advisers, LLC reports $4.4 billion in regulatory assets under management on its Form ADV.
How many private funds does Locust Wood Capital Advisers, LLC manage?
Locust Wood Capital Advisers, LLC manages 2 private funds with combined gross assets of $1.3 billion.
How many employees does Locust Wood Capital Advisers, LLC have?
Locust Wood Capital Advisers, LLC reports 12 employees.
Where is Locust Wood Capital Advisers, LLC located?
Locust Wood Capital Advisers, LLC is based in New York, NY and has been SEC-registered since 2011.
Does Locust Wood Capital Advisers, LLC disclose fund performance?
Locust Wood Capital Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 90 Park Avenue, Floor 27, New York, NY 10016 |
| Phone | 212-354-5404 |
| Fax | 212-354-5436 |
| Office hours | 8:30a.m. - 6p.m. |
| SEC region | New York Regional Office (NYRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$4.4B▲ 32%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,306 advisers
AUM vs fund managersTop 24%
Larger than 76% of 6,030 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 35%
More than 65% of 16,824 advisers
Assets under management
$4.4Bregulatory AUM
Discretionary $4.4B
Service providers
Auditor
Prime broker
Custodian
Administrator