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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

EMBASSY ASSET MANAGEMENT LP

CRD 314768

SHORT HILLS, NJ

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:b16618f6-f4b8-d2a6-997d-0f08c884ed5a

Data as of May 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 5
On other graphs: 2
Observed: Aug 26, 2021 to May 1, 2026
14 observations

Across DFX

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

Private Equityidentity

Embassy Asset Management LP

Private equity manager · shared crd

Independent Sponsorsidentity

Embassy Asset Management 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=5.0
Regulatory AUM: $774MItem 5.F on the latest filing (2026-05-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $774M
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: 1
RAUM per advisor: $774Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 4
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $34.2M
SEC number: 801-122393
CRD: 314768
Filings on the tape: 14
First filed: Aug 26, 2021
Latest filed: May 1, 2026
Organised: Limited Partnership, DE
Website: embassyfunds.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Anthony E. Sherlag	n/a	SHORT HILLS, NJ \| Huntington, NY	1	13	1	yes

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
THE SCHRODINGER FUND I, LLC	Other Private Fund	$0	Jun 25, 2024	0	Jun 25, 2024	reported	n/a

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
2740971 ONTARIO INC	GENERAL PARTNER	F	yes	02/2020	Aug 26, 2021	Jun 25, 2024
Connors, Stephen, Patrick	CHIEF FINANCIAL OFFICER	Na	yes	03/2021	Aug 26, 2021	Jun 25, 2024
EMBASSY ASSET MANAGEMENT GP LLC	GENERAL PARTNER	Na	yes	10/2021	Nov 3, 2021	Jun 25, 2024
GURWITZ, ADAM, WESTON	LIMITED PARTNER	C	yes	11/2020	Aug 26, 2021	Jun 25, 2024
GURWITZ, ADAM, WESTON	MANAGING MEMBER	D	yes	10/2021	Aug 26, 2021	Jun 25, 2024
KIDD, JOHN, DAVID	MANAGING MEMBER	D	yes	10/2021	Aug 26, 2021	Jun 25, 2024
KIDD, JOHN, DAVID	LIMITED PARTNER	C	yes	11/2020	Aug 26, 2021	Jun 25, 2024
GROUP OF SEVEN LP	LIMITED PARTNER	A	no	03/2021	Aug 26, 2021	Jun 25, 2024
LAPRETA, JOYCE, MARIE	CHIEF COMPLIANCE OFFICER	Na	no	07/2023	Aug 1, 2023	Jun 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
EMBASSY SERVICES BERMUDA LTD.	n/a	n/a	n/a	Y	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 27, 2026	$774M	$774M	11	4	2	n/a
2024	Mar 19, 2025	$427M	$427M	4	0	1	n/a
2023	Mar 12, 2024	$150M	$150M	6	0	n/a	n/a
2022	Feb 27, 2023	$43.7M	$43.7M	6	0	n/a	n/a
2021	Mar 25, 2022	$27.8M	$27.8M	6	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

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	$774M	$427M	81.4%	$43.7M	160.7%	11	4	0	0

Relationships

Registered with (1)

← Anthony E. SherlagAdvisorregistration: current employment
Sep 8, 2025 to presentfactForm ADV

Advises (1)

→ THE SCHRODINGER FUND I, LLCPrivate fundOther Private Fund, IA
Jun 25, 2024 to presentfactForm ADV

Owns (2)

← LAPRETA, JOYCE, MARIEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 1, 2023 to Jun 25, 2024factForm ADV
← GROUP OF SEVEN LPOwnerLIMITED PARTNER, ownership code A, foreign entity
Aug 26, 2021 to Jun 25, 2024factForm ADV

Controls (5)

← GURWITZ, ADAM, WESTONOwnerMANAGING MEMBER, ownership code D, individual
Aug 26, 2021 to Jun 25, 2024factForm ADV
← KIDD, JOHN, DAVIDOwnerMANAGING MEMBER, ownership code D, individual
Aug 26, 2021 to Jun 25, 2024factForm ADV
← Connors, Stephen, PatrickOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Aug 26, 2021 to Jun 25, 2024factForm ADV
← 2740971 ONTARIO INCOwnerGENERAL PARTNER, ownership code F, foreign entity
Aug 26, 2021 to Jun 25, 2024factForm ADV
← EMBASSY ASSET MANAGEMENT GP LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Nov 3, 2021 to Jun 25, 2024factForm ADV

Dated events

Occurred
Mar 27, 2026
Regulatory AUM changed
Embassy Asset Management Lp reported RAUM $774.0M, up 81% from $426.7M (2025-12-16 to 2026-03-27)
Form ADVobserved 6 days ago
$347M
Occurred
Mar 19, 2025
Regulatory AUM changed
Embassy Asset Management Lp reported RAUM $426.7M, up 63% from $261.6M (2024-06-25 to 2025-03-19)
Form ADVobserved 6 days ago
$165M
Occurred
Jun 25, 2024
Regulatory AUM changed
Embassy Asset Management Lp reported RAUM $261.6M, up 75% from $149.8M (2024-03-12 to 2024-06-25)
Form ADVobserved 6 days ago
$112M
Occurred
Nov 3, 2021
Succession filed (Item 4)
Embassy Asset Management Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago
Occurred
Aug 26, 2021
First Form ADV filing
Embassy Asset Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b16618f6-f4b8-d2a6-997d-0f08c884ed5a
First observed: Aug 26, 2021
Last observed: May 1, 2026 4 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.

EMBASSY ASSET MANAGEMENT LP

CRD 314768

SHORT HILLS, NJ

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:b16618f6-f4b8-d2a6-997d-0f08c884ed5a

Data as of May 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:19 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Anthony E. Sherlag

n/a

SHORT HILLS, NJ | Huntington, NY

yes

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

THE SCHRODINGER FUND I, LLC

Other Private Fund

Jun 25, 2024

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

2740971 ONTARIO INC

GENERAL PARTNER

yes

02/2020

Aug 26, 2021

Jun 25, 2024

Connors, Stephen, Patrick

CHIEF FINANCIAL OFFICER

yes

03/2021

Aug 26, 2021

Jun 25, 2024

EMBASSY ASSET MANAGEMENT GP LLC

GENERAL PARTNER

yes

10/2021

Nov 3, 2021

Jun 25, 2024

GURWITZ, ADAM, WESTON

LIMITED PARTNER

yes

11/2020

Aug 26, 2021

Jun 25, 2024

GURWITZ, ADAM, WESTON

MANAGING MEMBER

yes

10/2021

Aug 26, 2021

Jun 25, 2024

KIDD, JOHN, DAVID

MANAGING MEMBER

yes

10/2021

Aug 26, 2021

Jun 25, 2024

KIDD, JOHN, DAVID

LIMITED PARTNER

yes

11/2020

Aug 26, 2021

Jun 25, 2024

GROUP OF SEVEN LP

LIMITED PARTNER

03/2021

Aug 26, 2021

Jun 25, 2024

LAPRETA, JOYCE, MARIE

CHIEF COMPLIANCE OFFICER

07/2023

Aug 1, 2023

Jun 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

EMBASSY SERVICES BERMUDA LTD.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$774M

n/a

2024

Mar 19, 2025

$427M

n/a

2023

Mar 12, 2024

$150M

n/a

2022

Feb 27, 2023

$43.7M

n/a

2021

Mar 25, 2022

$27.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$774M

$427M

81.4%

$43.7M

160.7%