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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

ETHOS CAPITAL LP

CRD 306874

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7c02387e-1072-15ca-58bd-732569bdf541

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 6
On other graphs: 2
Observed: Nov 29, 2020 to Mar 31, 2026
14 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Ethos Capital LP

Private equity manager · shared crd

Independent Sponsorsidentity

Ethos Capital LP

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $6.3BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $6.3B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 19
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 12
Private funds: 5Schedule D 7.B(1)
Custody, client assets: $6.3B
SEC number: 801-120054
CRD: 306874
Filings on the tape: 14
First filed: Nov 29, 2020
Latest filed: Mar 31, 2026
Organised: Limited Partnership, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
BEIGNET DTLD HOLDINGS, LLC	Private Equity Fund	$2.2B	Mar 29, 2024	62	Mar 31, 2022	reported	021-395719
BEIGNET DIRECT LLC	Private Equity Fund	$829M	Jul 23, 2021	33	Mar 29, 2021	dropped	021-385971
ETHOS CAPITAL INVESTMENTS LP	Private Equity Fund	$336M	Mar 29, 2024	67	Aug 11, 2023	reported	021-415227
ETHOS CAPITAL INVESTMENTS A LP	Private Equity Fund	$260M	Mar 29, 2024	21	Aug 11, 2023	reported	021-415226
ETHOS CAPITAL NF CO-INVEST LP	Private Equity Fund	$21.3M	Mar 29, 2024	8	Mar 29, 2024	reported	021-490425

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BROOKS, ERIK, LEWIS	FOUNDER & MANAGING PARTNER	D	yes	08/2020	Nov 29, 2020	Mar 29, 2024
CHEHADE, FADI, BANOB	FOUNDER & MANAGING PARTNER	D	yes	08/2020	Nov 29, 2020	Mar 29, 2024
KEANEY, AILEEN, CECILLE	CHIEF FINANCIAL OFFICER	Na	yes	07/2021	Jul 23, 2021	Mar 29, 2024
MENSOIAN, MARTHA, ALICE	GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER	Na	yes	11/2020	Nov 29, 2020	Mar 29, 2024
STONE, BRENT, DAVID	MANAGING PARTNER	Na	no	02/2024	Feb 21, 2024	Mar 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ETHOS CAPITAL INVESTMENTS GP LP	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 31, 2026	$6.3B	$6.3B	19	7	5	n/a
2024	Mar 31, 2025	$3.1B	$3.1B	17	6	4	n/a
2023	Mar 29, 2024	$2.5B	$2.5B	19	6	4	$2.8B
2022	Mar 31, 2023	$1.9B	$1.9B	19	6	1	$1.9B
2021	Mar 31, 2022	$2.2B	$2.2B	20	7	1	$2.2B
2020	Mar 29, 2021	$829M	$829M	14	3	1	$829M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$6.3B	$3.1B	105.8%	$1.9B	50.0%	19	17	0	0

Relationships

Advises (5)

→ ETHOS CAPITAL INVESTMENTS LPPrivate fundPrivate Equity Fund, IA
Aug 11, 2023 to presentfactForm ADV
→ ETHOS CAPITAL NF CO-INVEST LPPrivate fundPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ ETHOS CAPITAL INVESTMENTS A LPPrivate fundPrivate Equity Fund, IA
Aug 11, 2023 to presentfactForm ADV
→ BEIGNET DTLD HOLDINGS, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ BEIGNET DIRECT LLCPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 29, 2021 to Jul 23, 2021factForm ADV

Controls (4)

← BROOKS, ERIK, LEWISOwnerFOUNDER & MANAGING PARTNER, ownership code D, individual
Nov 29, 2020 to Mar 29, 2024factForm ADV
← MENSOIAN, MARTHA, ALICEOwnerGENERAL COUNSEL & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 29, 2020 to Mar 29, 2024factForm ADV
← KEANEY, AILEEN, CECILLEOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Jul 23, 2021 to Mar 29, 2024factForm ADV
← CHEHADE, FADI, BANOBOwnerFOUNDER & MANAGING PARTNER, ownership code D, individual
Nov 29, 2020 to Mar 29, 2024factForm ADV

Owns (1)

← STONE, BRENT, DAVIDOwnerMANAGING PARTNER, ownership code NA, individual
Feb 21, 2024 to Mar 29, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Ethos Capital Lp reported RAUM $6.3B, up 106% from $3.1B (2025-09-16 to 2026-03-31)
Form ADVobserved 6 days ago
$3.2B
Occurred
Aug 11, 2023
Regulatory AUM changed
Ethos Capital Lp reported RAUM $2.4B, up 26% from $1.9B (2023-03-31 to 2023-08-11)
Form ADVobserved 6 days ago
$481M
Occurred
Mar 31, 2022
Regulatory AUM changed
Ethos Capital Lp reported RAUM $2.2B, up 167% from $829.0M (2021-07-23 to 2022-03-31)
Form ADVobserved 6 days ago
$1.4B
Occurred
Jul 23, 2021
Succession filed (Item 4)
Ethos Capital, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago
Occurred
Jul 23, 2021
Control person joined
Cecille Aileen Keaney (Director Of Finance) appeared on Schedule A of Ethos Capital Lp
Form ADVobserved 6 days ago
Occurred
Nov 29, 2020
First Form ADV filing
Ethos Capital, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7c02387e-1072-15ca-58bd-732569bdf541
First observed: Nov 29, 2020
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ETHOS CAPITAL LP

CRD 306874

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7c02387e-1072-15ca-58bd-732569bdf541

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:54 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

BEIGNET DTLD HOLDINGS, LLC

Private Equity Fund

$2.2B

Mar 29, 2024

Mar 31, 2022

reported

021-395719

BEIGNET DIRECT LLC

Private Equity Fund

$829M

Jul 23, 2021

Mar 29, 2021

dropped

021-385971

ETHOS CAPITAL INVESTMENTS LP

Private Equity Fund

$336M

Mar 29, 2024

Aug 11, 2023

reported

021-415227

ETHOS CAPITAL INVESTMENTS A LP

Private Equity Fund

$260M

Mar 29, 2024

Aug 11, 2023

reported

021-415226

ETHOS CAPITAL NF CO-INVEST LP

Private Equity Fund

$21.3M

Mar 29, 2024

reported

021-490425

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BROOKS, ERIK, LEWIS

FOUNDER & MANAGING PARTNER

yes

08/2020

Nov 29, 2020

Mar 29, 2024

CHEHADE, FADI, BANOB

FOUNDER & MANAGING PARTNER

yes

08/2020

Nov 29, 2020

Mar 29, 2024

KEANEY, AILEEN, CECILLE

CHIEF FINANCIAL OFFICER

yes

07/2021

Jul 23, 2021

Mar 29, 2024

MENSOIAN, MARTHA, ALICE

GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER

yes

11/2020

Nov 29, 2020

Mar 29, 2024

STONE, BRENT, DAVID

MANAGING PARTNER

02/2024

Feb 21, 2024

Mar 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ETHOS CAPITAL INVESTMENTS GP LP

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$6.3B

n/a

2024

Mar 31, 2025

$3.1B

n/a

2023

Mar 29, 2024

$2.5B

$2.8B

2022

Mar 31, 2023

$1.9B

2021

Mar 31, 2022

$2.2B

2020

Mar 29, 2021

$829M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$6.3B

$3.1B

105.8%

$1.9B

50.0%