DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Pershing Square Capital Management, L.P.
Latest filing Jun 3, 2026
First filing on the tape Apr 2, 2012 · 50 filings
SEC status approved since Dec 2, 2004
RAUM
$25B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$25B
derived; firm RAUM over IAPD count
Employees
48
11 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
50 filings and snapshots on the tape
RAUM$25B as of Jun 3, 2026
Apr 2, 2012$10B then
HNW client RAUM$0 as of Jun 3, 2026
Mar 29, 2018$0 then
State-registered IARs (5.B.3)1 as of Jun 3, 2026
Apr 1, 20131 then
Employees (5.A)48 as of Jun 3, 2026
Apr 1, 201352 then
Private funds4 as of Jun 3, 2026
Apr 2, 20123 then
RAUM +37% over the last fiscal year+16% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Jun 3, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $25BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $5.0BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 48.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.3%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, portfolio management for investment companies, otherreportedItem 5.G
- Custody
- $19B, 4 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$19B77%
- Investment companies$5.7B23%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $19B for 4 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| William Albert Ackman | New York, Ny | Apr 14, 2008 | 24 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- William Albert Ackman from Pershing Square Gp, LLCApr 14, 2008 · Other
Private funds
10 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Pershing Square Holdings, Ltd. | Hedge Fund | $15B | 467 | Feb 28, 2013 |
| Ps Fund 1, LLCno longer reported | Hedge Fund | $4.8B | 5 | Aug 20, 2014 |
| Pershing Square Vi Master, L.P.no longer reported | Hedge Fund | $1.8B | 57 | Sep 27, 2017 |
| Pershing Square, L.P. | Hedge Fund | $1.4B | 112 | Apr 2, 2012 |
| Ps Vii Master, L.P. | Hedge Fund | $1.1B | 40 | Nov 29, 2021 |
| Ps Vii A International, L.P. | Hedge Fund | $795M | 27 | Mar 31, 2022 |
| Ps V Mini-Master, L.P.no longer reported | Hedge Fund | $680M | 29 | Oct 1, 2013 |
| Pershing Square International, Ltd. | Hedge Fund | $613M | 37 | Apr 2, 2012 |
| Ps V, L.P.no longer reported | Hedge Fund | $332M | 20 | Oct 1, 2013 |
| Pershing Square II, L.P.no longer reported | Hedge Fund | $77.2M | 50 | Apr 2, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Albert William Ackman · Chief Executive Officercontrolsince 12/2003 · owns less than 5%
- Ketay Anthony Asnes · Head Of Ircontrolsince 04/2010 · owns less than 5%
- Anthony Nicholas Botta · Vice Chairmancontrolsince 05/2024 · owns less than 5%
- Halit Coussin · Chief Legal Officer/Chief Compliance Officercontrolsince 02/2015 · owns less than 5%
- Michael Gonnella · Chief Financial Officercontrolsince 03/2017 · owns less than 5%
- (No Middle Name) Benny Hakim · Presidentcontrolsince 05/2024 · owns less than 5%
- Michael Ryan Israel · Chief Investment Officercontrolsince 08/2022 · owns less than 5%
- Albert William Ackman · Membercontrolsince 05/2024 · owns 25% to 50% of Pershing Square Partner Group, LLC
- Albert William Ackman · Managing Membercontrolsince 12/2003 · owns F of Ps Management Gp, LLC
- Anthony Nicholas Botta · Managing Membercontrolsince 05/2024 · owns F of Ps Management Gp, LLC
- Halit Coussin · Managing Membercontrolsince 05/2024 · owns F of Ps Management Gp, LLC
- Michael Gonnella · Managing Membercontrolsince 05/2024 · owns F of Ps Management Gp, LLC
- (No Middle Name) Benny Hakim · Managing Membercontrolsince 05/2024 · owns F of Ps Management Gp, LLC
- Michael Ryan Israel · Managing Membercontrolsince 05/2024 · owns F of Ps Management Gp, LLC
Entity owners
- Pershing Square Intermediate Holdings, LLC · Limited Partnerdirect · owns 75% or more
- Ps Management Gp, LLC · General Partnerdirect · owns less than 5%
- Pershing Square Holdco Gp, LLC · General Partnerindirect · owns F of Pershing Square Holdco, L.P.
- Pershing Square Holdco, L.P. · Memberindirect · owns 75% or more of Pershing Square Intermediate Holdings, LLC
- Pershing Square Intermediate Holdings, LLC · Memberindirect · owns 75% or more of Ps Management Gp, LLC
- Pershing Square Partner Group, LLC · Limited Partnerindirect · owns 75% or more of Pershing Square Holdco, L.P.
- Ps Holdco Gp Managing Member, LLC · Memberindirect · owns 75% or more of Pershing Square Holdco Gp, LLC
- Ps Holdco Gp Managing Member, LLC · Managing Memberindirect · owns F of Pershing Square Partner Group, LLC
Related persons
Schedule D 7.A
- Pershing Square Gp, LLCinvestment adviserbankpooled vehicle sponsornRAUM $1.4B
- Ps Vii Gp, LLCbankpooled vehicle sponsorn
- Table Management, L.P.pooled vehicle sponsorn
Advisers that list Pershing Square Capital Management, L.P. as a related person
- 132984 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 3 to 5Mar 30, 2026 to Jun 3, 2026
- Advisory activities · 2 to 3Mar 30, 2026 to Jun 3, 2026
- Pooled vehicle clients · 3 to 4Mar 30, 2026 to Jun 3, 2026
- Assets in custody · $20B to $19BMar 30, 2026 to Jun 3, 2026
- Employees · 46 to 48Mar 30, 2026 to Jun 3, 2026
- Private funds · 3 to 4Mar 30, 2026 to Jun 3, 2026
- Discretionary RAUM · $20B to $25BMar 30, 2026 to Jun 3, 2026
- Pooled vehicle RAUM · $20B to $19BMar 30, 2026 to Jun 3, 2026
- RAUM · $20B to $25BMar 30, 2026 to Jun 3, 2026
- Advisory employees · 10 to 11Oct 8, 2025 to Mar 30, 2026
- Advisory activities · 1 to 2Oct 8, 2025 to Mar 30, 2026
- Corporate clients · 0 to 1Oct 8, 2025 to Mar 30, 2026
- Assets in custody · $18B to $20BOct 8, 2025 to Mar 30, 2026
- Employees · 39 to 46Oct 8, 2025 to Mar 30, 2026
- Discretionary RAUM · $18B to $20BOct 8, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $18B to $20BOct 8, 2025 to Mar 30, 2026
- RAUM · $18B to $20BOct 8, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 28, 2025 to Jun 5, 2025
- Accounts · 8 to 3Aug 15, 2024 to Mar 28, 2025
- Pooled vehicle clients · 8 to 3Aug 15, 2024 to Mar 28, 2025
- Assets in custody · $19B to $18BAug 15, 2024 to Mar 28, 2025
- Employees · 41 to 39Aug 15, 2024 to Mar 28, 2025
- Insurance-licensed employees · 1 to 0Aug 15, 2024 to Mar 28, 2025
- Private funds · 5 to 3Aug 15, 2024 to Mar 28, 2025
- Discretionary RAUM · $19B to $18BAug 15, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $19B to $18BAug 15, 2024 to Mar 28, 2025
- RAUM · $19B to $18BAug 15, 2024 to Mar 28, 2025
- Employees · 40 to 41Jun 13, 2024 to Aug 15, 2024
- Assets in custody · $16B to $19BDec 19, 2023 to Mar 28, 2024
- Employees · 39 to 40Dec 19, 2023 to Mar 28, 2024
- Discretionary RAUM · $16B to $19BDec 19, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $16B to $19BDec 19, 2023 to Mar 28, 2024
- RAUM · $16B to $19BDec 19, 2023 to Mar 28, 2024
- Assets in custody · $17B to $16BJun 10, 2022 to Mar 30, 2023
- Employees · 40 to 39Jun 10, 2022 to Mar 30, 2023
- Discretionary RAUM · $17B to $16BJun 10, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $17B to $16BJun 10, 2022 to Mar 30, 2023
- RAUM · $17B to $16BJun 10, 2022 to Mar 30, 2023
- Accounts · 3 to 8Nov 29, 2021 to Mar 31, 2022
- Advisory employees · 9 to 10Nov 29, 2021 to Mar 31, 2022
Signals
6 dated events
- Pershing Square Capital Management, L.P. reported RAUM $25.1B, up 27% from $19.8B (2026-03-30 to 2026-06-03)Jun 3, 2026 · RAUM change · derived
- (No Middle Name) Benny Hakim (President) appeared on Schedule A of Pershing Square Capital Management, L.P.Jun 13, 2024 · Control person joined · fact
- Ryan Israel (Chief Investment Officer) appeared on Schedule A of Pershing Square Capital Management, L.P.Mar 28, 2024 · Control person joined · fact
- Pershing Square Capital Management, L.P. reported RAUM $14.5B, up 58% from $9.2B (2021-01-13 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Stephen Fraidin (Vice Chairman) no longer on Schedule A of Pershing Square Capital Management, L.P. (listed 2018-08-28, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Pershing Square Capital Management, L.P. reported RAUM $10.0B, down 27% from $13.8B (2017-09-27 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/pershingsquarereportedpublic record, Form ADV, Sep 17, 2026
- Website
- pershingsquareinc.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 212-813-3700reportedpublic record, Form ADV, Jun 3, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $25Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026