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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

NITORUM CAPITAL, L.P.

CRD 173617

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:944d2934-fb67-56c9-bb5a-b469d2df53e1

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 9
On other graphs: 1
Observed: Nov 14, 2014 to Mar 27, 2026
16 observations

Across DFX

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

Family Officesidentity

record b292b3e6

shared cik

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $852MItem 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: $852M
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: 9
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $852M
SEC number: 801-80626
CIK: 1630243
CRD: 173617
Filings on the tape: 16
First filed: Nov 14, 2014
Latest filed: Mar 27, 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
NITORUM MASTER FUND, L.P.	Hedge Fund	$980M	Mar 28, 2024	92	Nov 14, 2014	reported	021-231982
NITORUM FUND, L.P.	Hedge Fund	$773M	Mar 28, 2024	95	Nov 14, 2014	reported	021-231981

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
MCCARTHY, TARA, LISA	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	Na	yes	06/2020	Jun 12, 2020	Mar 28, 2024
MCHUGH, BRENDAN, PETER	PRINCIPAL AND CHIEF FINANCIAL OFFICER	Na	yes	08/2014	Nov 14, 2014	Mar 28, 2024
NITORUM CAPITAL GP, LLC	GENERAL PARTNER	Na	yes	07/2014	Nov 14, 2014	Mar 28, 2024
ROSEN, SETH, DAMON	MANAGING PARTNER; TRUSTEE - ROSEN FAMILY TRUST	E	yes	07/2014	Nov 14, 2014	Mar 28, 2024
ROSEN, SETH, DAMON	MANAGING MEMBER	E	yes	07/2014	Nov 14, 2014	Mar 28, 2024
ROSEN FAMILY TRUST	LIMITED PARTNER	A	no	07/2014	Nov 14, 2014	Mar 28, 2024
Schurr, Alissa, Brooke	TRUSTEE - ROSEN FAMILY TRUST	A	no	03/2018	Mar 29, 2018	Mar 28, 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
NITORUM GP, LLC	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	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$852M	$852M	9	5	0	2	n/a
2024	Mar 28, 2025	$1.5B	$1.5B	12	6	0	2	n/a
2023	Mar 28, 2024	$1.8B	$1.8B	13	7	0	2	$1.8B
2022	Mar 31, 2023	$2.5B	$2.5B	16	9	0	2	$2.5B
2021	Mar 30, 2022	$4.1B	$4.1B	15	8	0	2	$4.1B
2020	Mar 30, 2021	$4.7B	$4.7B	16	9	0	2	$4.7B
2019	Mar 26, 2020	$4.0B	$4.0B	15	9	0	2	$4.0B
2018	Mar 28, 2019	$2.3B	$2.3B	13	7	0	2	$2.3B
2017	Mar 29, 2018	$1.7B	$1.7B	13	7	0	2	$1.7B
2016	Mar 30, 2017	$641M	$641M	10	6	n/a	2	$641M
2015	Mar 30, 2016	$402M	$402M	9	5	n/a	2	$402M

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	$852M	$1.5B	-44.0%	$2.5B	-30.2%	9	12	0	0

Relationships

Advises (2)

→ NITORUM FUND, L.P.Private fundHedge Fund, IA
Nov 14, 2014 to presentfactForm ADV
→ NITORUM MASTER FUND, L.P.Private fundHedge Fund, IA
Nov 14, 2014 to presentfactForm ADV

Controls (4)

← ROSEN, SETH, DAMONOwnerMANAGING MEMBER, ownership code E, individual
Nov 14, 2014 to Mar 28, 2024factForm ADV
← MCHUGH, BRENDAN, PETEROwnerPRINCIPAL AND CHIEF FINANCIAL OFFICER, ownership code NA, individual
Nov 14, 2014 to Mar 28, 2024factForm ADV
← MCCARTHY, TARA, LISAOwnerGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 12, 2020 to Mar 28, 2024factForm ADV
← NITORUM CAPITAL GP, LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Nov 14, 2014 to Mar 28, 2024factForm ADV

Owns (2)

← Schurr, Alissa, BrookeOwnerTRUSTEE - ROSEN FAMILY TRUST, ownership code A, individual
Mar 29, 2018 to Mar 28, 2024factForm ADV
← ROSEN FAMILY TRUSTOwnerLIMITED PARTNER, ownership code A, domestic entity
Nov 14, 2014 to Mar 28, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 27, 2026
Regulatory AUM changed
Nitorum Capital, L.P. reported RAUM $852.1M, down 44% from $1.5B (2025-11-17 to 2026-03-27)
Form ADVobserved 4 days ago
$-669M
Occurred
Mar 28, 2024
Regulatory AUM changed
Nitorum Capital, L.P. reported RAUM $1.8B, down 30% from $2.5B (2023-03-31 to 2024-03-28)
Form ADVobserved 4 days ago
$-750M
Occurred
Mar 31, 2023
Regulatory AUM changed
Nitorum Capital, L.P. reported RAUM $2.5B, down 39% from $4.1B (2022-03-30 to 2023-03-31)
Form ADVobserved 4 days ago
$-1.6B
Occurred
Jun 12, 2020
Control person joined
Lisa Tara Mccarthy (General Counsel & Chief Compliance Officer) appeared on Schedule A of Nitorum Capital, L.P.
Form ADVobserved 4 days ago
Occurred
Jan 15, 2020
Regulatory AUM changed
Nitorum Capital, L.P. reported RAUM $4.0B, up 74% from $2.3B (2019-03-28 to 2020-01-15)
Form ADVobserved 4 days ago
$1.7B
Occurred
Mar 28, 2019
Regulatory AUM changed
Nitorum Capital, L.P. reported RAUM $2.3B, up 36% from $1.7B (2018-03-29 to 2019-03-28)
Form ADVobserved 4 days ago
$601M
Occurred
Mar 29, 2018
Regulatory AUM changed
Nitorum Capital, L.P. reported RAUM $1.7B, up 164% from $641.5M (2017-03-30 to 2018-03-29)
Form ADVobserved 4 days ago
$1.1B
Occurred
Nov 14, 2014
First Form ADV filing
Nitorum Capital, L.P. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
May 1, 2026
Nitorum Capital, L.P. no longer on the SEC adviser roster (last listed 2026-04-01, RAUM $852.1M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:944d2934-fb67-56c9-bb5a-b469d2df53e1
First observed: Nov 14, 2014
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.

NITORUM CAPITAL, L.P.

CRD 173617

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:944d2934-fb67-56c9-bb5a-b469d2df53e1

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:20 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

NITORUM MASTER FUND, L.P.

Hedge Fund

$980M

Mar 28, 2024

Nov 14, 2014

reported

021-231982

NITORUM FUND, L.P.

Hedge Fund

$773M

Mar 28, 2024

Nov 14, 2014

reported

021-231981

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCCARTHY, TARA, LISA

GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER

yes

06/2020

Jun 12, 2020

Mar 28, 2024

MCHUGH, BRENDAN, PETER

PRINCIPAL AND CHIEF FINANCIAL OFFICER

yes

08/2014

Nov 14, 2014

Mar 28, 2024

NITORUM CAPITAL GP, LLC

GENERAL PARTNER

yes

07/2014

Nov 14, 2014

Mar 28, 2024

ROSEN, SETH, DAMON

MANAGING PARTNER; TRUSTEE - ROSEN FAMILY TRUST

yes

07/2014

Nov 14, 2014

Mar 28, 2024

ROSEN, SETH, DAMON

MANAGING MEMBER

yes

07/2014

Nov 14, 2014

Mar 28, 2024

ROSEN FAMILY TRUST

LIMITED PARTNER

07/2014

Nov 14, 2014

Mar 28, 2024

Schurr, Alissa, Brooke

TRUSTEE - ROSEN FAMILY TRUST

03/2018

Mar 29, 2018

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

NITORUM GP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$852M

n/a

2024

Mar 28, 2025

$1.5B

n/a

2023

Mar 28, 2024

$1.8B

2022

Mar 31, 2023

$2.5B

2021

Mar 30, 2022

$4.1B

2020

Mar 30, 2021

$4.7B

2019

Mar 26, 2020

$4.0B

2018

Mar 28, 2019

$2.3B

2017

Mar 29, 2018

$1.7B

2016

Mar 30, 2017

$641M

n/a

$641M

2015

Mar 30, 2016

$402M

n/a

$402M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$852M

$1.5B

-44.0%

$2.5B

-30.2%