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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

LOCUST WOOD CAPITAL ADVISERS, LLC

CRD 135140

NEW YORK, NY

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:8d9e1fda-b9bf-0ed0-5236-0d6393167a56

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Apr 2, 2012 to Mar 27, 2026
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: asset managerderivedprivate_client_share=0.01 fund_share=0.61 institutional_share=0.37 related_bd=true related_bank=false bd_reps=1.0
Regulatory AUM: $4.4BItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.4B
Private client RAUM: $60.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 1%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 12
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 17
Individual clients: 0
High net worth clients: 3
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $146M
Relying advisers: 3
SEC number: 801-72132
CRD: 135140
Filings on the tape: 23
First filed: Apr 2, 2012
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, DE
Website: locustwood.com

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
LOCUST WOOD CAPITAL, LP	Hedge Fund	$955M	Sep 25, 2024	542	Apr 2, 2012	reported	021-45940
LOCUST WOOD LONG OPPORTUNITY FUND, LP	Hedge Fund	$162M	Sep 25, 2024	51	Mar 28, 2013	reported	021-189202

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
ERRICO, STEPHEN, JOHN	MANAGING AND SOLE MEMBER	E	yes	03/2015	Apr 2, 2012	Sep 25, 2024
ERRICO, STEPHEN, JOHN	LIMITED PARTNER	E	yes	02/2015	Apr 2, 2012	Sep 25, 2024
ERRICO, STEPHEN, JOHN	CHIEF INVESTMENT OFFICER OF REGISTRANT	Na	yes	06/2002	Apr 2, 2012	Sep 25, 2024
LWCA PARTNERS GP LLC	GENERAL PARTNER	F	yes	03/2015	Mar 16, 2015	Sep 25, 2024
LWCA PARTNERS LP	MANAGING MEMBER OF REGISTRANT	E	yes	03/2015	Mar 16, 2015	Sep 25, 2024
MORRIS, PAUL, MARTIN	CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER	Na	no	01/2007	Apr 2, 2012	Sep 25, 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
LOCUST WOOD CAPITAL MANAGEMENT, LLC	n/a	n/a	n/a	N	yes	n/a
LOCUST WOOD LONG OPPORTUNITY GP, LLC	n/a	n/a	n/a	N	yes	n/a
TRIPLE A PARTNERS LLC	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
PALM BEACH GARDENS	FL	United States	1	no

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	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$4.4B	$4.4B	12	5	1	2	n/a
2024	Mar 26, 2025	$3.3B	$3.3B	11	5	1	2	n/a
2023	Mar 25, 2024	$2.8B	$2.8B	11	5	1	2	$1.1B
2022	Mar 30, 2023	$1.8B	$1.8B	11	5	0	2	$948M
2021	Mar 29, 2022	$2.2B	$2.2B	11	5	0	2	$1.1B
2020	Mar 23, 2021	$1.7B	$1.7B	11	5	0	2	$939M
2019	Mar 26, 2020	$1.4B	$1.4B	11	5	0	2	$833M
2018	Mar 26, 2019	$1.4B	$1.4B	11	5	0	2	$844M
2017	Mar 26, 2018	$1.4B	$1.4B	11	5	0	2	$984M
2016	Mar 20, 2017	$1.2B	$1.2B	11	5	n/a	2	$978M
2015	Mar 30, 2016	$1.1B	$1.1B	10	5	n/a	2	$979M
2014	Mar 16, 2015	$906M	$906M	9	5	n/a	2	$833M
2013	Mar 25, 2014	$782M	$782M	8	5	n/a	2	$728M
2012	Mar 28, 2013	$557M	$557M	8	4	n/a	2	$511M
2011	Apr 2, 2012	$451M	$451M	n/a	n/a	n/a	1	$426M

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	$4.4B	$3.3B	31.6%	$1.8B	34.5%	12	11	1	1

Relationships

Advises (2)

→ LOCUST WOOD CAPITAL, LPPrivate fundHedge Fund, IA
Apr 2, 2012 to presentfactForm ADV
→ LOCUST WOOD LONG OPPORTUNITY FUND, LPPrivate fundHedge Fund, IA
Mar 28, 2013 to presentfactForm ADV

Controls (3)

← ERRICO, STEPHEN, JOHNOwnerMANAGING AND SOLE MEMBER, ownership code E, individual
Apr 2, 2012 to Sep 25, 2024factForm ADV
← LWCA PARTNERS GP LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Mar 16, 2015 to Sep 25, 2024factForm ADV
← LWCA PARTNERS LPOwnerMANAGING MEMBER OF REGISTRANT, ownership code E, domestic entity
Mar 16, 2015 to Sep 25, 2024factForm ADV

Owns (1)

← MORRIS, PAUL, MARTINOwnerCHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 2, 2012 to Sep 25, 2024factForm ADV

Dated events

Occurred
Mar 27, 2026
Regulatory AUM changed
Locust Wood Capital Advisers, Llc reported RAUM $4.4B, up 32% from $3.3B (2025-03-26 to 2026-03-27)
Form ADVobserved 5 days ago
$1.1B
Occurred
Mar 25, 2024
Regulatory AUM changed
Locust Wood Capital Advisers, Llc reported RAUM $2.8B, up 53% from $1.8B (2023-03-30 to 2024-03-25)
Form ADVobserved 5 days ago
$953M
Occurred
Mar 29, 2022
Regulatory AUM changed
Locust Wood Capital Advisers, Llc reported RAUM $2.2B, up 28% from $1.7B (2021-03-23 to 2022-03-29)
Form ADVobserved 5 days ago
$472M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8d9e1fda-b9bf-0ed0-5236-0d6393167a56
First observed: Apr 2, 2012
Last observed: Mar 27, 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.

LOCUST WOOD CAPITAL ADVISERS, LLC

CRD 135140

NEW YORK, NY

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:8d9e1fda-b9bf-0ed0-5236-0d6393167a56

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:12 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

LOCUST WOOD CAPITAL, LP

Hedge Fund

$955M

Sep 25, 2024

542

Apr 2, 2012

reported

021-45940

LOCUST WOOD LONG OPPORTUNITY FUND, LP

Hedge Fund

$162M

Sep 25, 2024

Mar 28, 2013

reported

021-189202

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ERRICO, STEPHEN, JOHN

MANAGING AND SOLE MEMBER

yes

03/2015

Apr 2, 2012

Sep 25, 2024

ERRICO, STEPHEN, JOHN

LIMITED PARTNER

yes

02/2015

Apr 2, 2012

Sep 25, 2024

ERRICO, STEPHEN, JOHN

CHIEF INVESTMENT OFFICER OF REGISTRANT

yes

06/2002

Apr 2, 2012

Sep 25, 2024

LWCA PARTNERS GP LLC

GENERAL PARTNER

yes

03/2015

Mar 16, 2015

Sep 25, 2024

LWCA PARTNERS LP

MANAGING MEMBER OF REGISTRANT

yes

03/2015

Mar 16, 2015

Sep 25, 2024

MORRIS, PAUL, MARTIN

CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER

01/2007

Apr 2, 2012

Sep 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LOCUST WOOD CAPITAL MANAGEMENT, LLC

n/a

yes

n/a

LOCUST WOOD LONG OPPORTUNITY GP, LLC

n/a

yes

n/a

TRIPLE A PARTNERS LLC

n/a

City

State

Country

Employees

Also broker-dealer

PALM BEACH GARDENS

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$4.4B

n/a

2024

Mar 26, 2025

$3.3B

n/a

2023

Mar 25, 2024

$2.8B

$1.1B

2022

Mar 30, 2023

$1.8B

$948M

2021

Mar 29, 2022

$2.2B

$1.1B

2020

Mar 23, 2021

$1.7B

$939M

2019

Mar 26, 2020

$1.4B

$833M

2018

Mar 26, 2019

$1.4B

$844M

2017

Mar 26, 2018

$1.4B

$984M

2016

Mar 20, 2017

$1.2B

n/a

$978M

2015

Mar 30, 2016

$1.1B

n/a

$979M

2014

Mar 16, 2015

$906M

n/a

$833M

2013

Mar 25, 2014

$782M

n/a

$728M

2012

Mar 28, 2013

$557M

n/a

$511M

2011

Apr 2, 2012

$451M

n/a

$426M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$4.4B

$3.3B

31.6%

$1.8B

34.5%