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.

Former SEC-registered adviser

Pershing Square Gp, LLC

Former SEC-registered adviserNew York, New YorkCRD 132984SEC 801-63689websiteIAPD
Latest filing Jun 13, 2024
First filing on the tape Apr 2, 2012 · 20 filings
SEC status approved since Dec 2, 2004
RAUM
$1.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
40
10 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$1.4B as of Mar 28, 2024
Apr 2, 2012$4.4B then
HNW client RAUM$0 as of Mar 28, 2024
Mar 29, 2018$0 then
State-registered IARs (5.B.3)1 as of Mar 28, 2024
Apr 2, 20120 then
Employees (5.A)40 as of Mar 28, 2024
Apr 1, 201352 then
Private funds: no history
RAUM +12% over the last fiscal year+11% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Jun 13, 2024; every figure names its basis
RAUM per advisor
$1.4BderivedRAUM 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
$1.4BderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
40.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+12%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
performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$1.4B, 1 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$1.4B100%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
1reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
$1.4B for 1 clientsreported
Compensation
performancereported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Albert William Ackman · Managing Member And Chief Executive Officercontrol
    since 12/2003 · owns 75% or more
  • Ketay Anthony Asnes · Head Of Ircontrol
    since 04/2010 · owns less than 5%
  • Anthony Nicholas Botta · Vice Chairmancontrol
    since 05/2024 · owns less than 5%
  • Halit Coussin · Chief Legal Officer/Chief Compliance Officercontrol
    since 02/2015 · owns less than 5%
  • Michael Gonnella · Chief Financial Officercontrol
    since 03/2017 · owns less than 5%
  • (No Middle Name) Benny Hakim · Presidentcontrol
    since 05/2024 · owns less than 5%
  • Michael Ryan Israel · Chief Investment Officercontrol
    since 08/2022 · owns less than 5%
Related persons
Schedule D 7.A
Advisers that list Pershing Square Gp, LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
New York, Ny · principal000
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Assets in custody · $1.3B to $1.4B
    Mar 30, 2023 to Mar 28, 2024
  • Employees · 39 to 40
    Mar 30, 2023 to Mar 28, 2024
  • Discretionary RAUM · $1.3B to $1.4B
    Mar 30, 2023 to Mar 28, 2024
  • Pooled vehicle RAUM · $1.3B to $1.4B
    Mar 30, 2023 to Mar 28, 2024
  • RAUM · $1.3B to $1.4B
    Mar 30, 2023 to Mar 28, 2024
  • Assets in custody · $1.4B to $1.3B
    Mar 31, 2022 to Mar 30, 2023
  • Employees · 40 to 39
    Mar 31, 2022 to Mar 30, 2023
  • Discretionary RAUM · $1.4B to $1.3B
    Mar 31, 2022 to Mar 30, 2023
  • Pooled vehicle RAUM · $1.4B to $1.3B
    Mar 31, 2022 to Mar 30, 2023
  • RAUM · $1.4B to $1.3B
    Mar 31, 2022 to Mar 30, 2023
  • Advisory employees · 9 to 10
    Mar 31, 2021 to Mar 31, 2022
  • Assets in custody · $1.1B to $1.4B
    Mar 31, 2021 to Mar 31, 2022
  • Employees · 39 to 40
    Mar 31, 2021 to Mar 31, 2022
  • Discretionary RAUM · $1.1B to $1.4B
    Mar 31, 2021 to Mar 31, 2022
  • Pooled vehicle RAUM · $1.1B to $1.4B
    Mar 31, 2021 to Mar 31, 2022
  • RAUM · $1.1B to $1.4B
    Mar 31, 2021 to Mar 31, 2022
  • Assets in custody · $792M to $1.1B
    Aug 7, 2020 to Mar 31, 2021
  • Employees · 36 to 39
    Aug 7, 2020 to Mar 31, 2021
  • Discretionary RAUM · $792M to $1.1B
    Aug 7, 2020 to Mar 31, 2021
  • Pooled vehicle RAUM · $792M to $1.1B
    Aug 7, 2020 to Mar 31, 2021
  • RAUM · $792M to $1.1B
    Aug 7, 2020 to Mar 31, 2021
  • Advisory employees · 10 to 9
    May 8, 2019 to Mar 30, 2020
  • Assets in custody · $1.2B to $792M
    May 8, 2019 to Mar 30, 2020
  • Employees · 38 to 36
    May 8, 2019 to Mar 30, 2020
  • Discretionary RAUM · $1.2B to $792M
    May 8, 2019 to Mar 30, 2020
  • Pooled vehicle RAUM · $1.2B to $792M
    May 8, 2019 to Mar 30, 2020
  • RAUM · $1.2B to $792M
    May 8, 2019 to Mar 30, 2020
  • Accounts · 2 to 1
    Mar 29, 2018 to Mar 29, 2019
  • Advisory employees · 13 to 10
    Mar 29, 2018 to Mar 29, 2019
  • Pooled vehicle clients · 2 to 1
    Mar 29, 2018 to Mar 29, 2019
  • Assets in custody · $2.0B to $1.2B
    Mar 29, 2018 to Mar 29, 2019
  • Employees · 47 to 38
    Mar 29, 2018 to Mar 29, 2019
  • Discretionary RAUM · $2.0B to $1.2B
    Mar 29, 2018 to Mar 29, 2019
  • Pooled vehicle RAUM · $2.0B to $1.2B
    Mar 29, 2018 to Mar 29, 2019
  • RAUM · $2.0B to $1.2B
    Mar 29, 2018 to Mar 29, 2019
  • Advisory employees · 11 to 13
    Mar 31, 2017 to Mar 29, 2018
  • Charity clients · unset to 0.0
    Mar 31, 2017 to Mar 29, 2018
  • Corporate clients · unset to 0.0
    Mar 31, 2017 to Mar 29, 2018
  • HNW clients · unset to 0.0
    Mar 31, 2017 to Mar 29, 2018
  • Individual clients · unset to 0.0
    Mar 31, 2017 to Mar 29, 2018
Signals
10 dated events
  • Pershing Square Gp, Llc no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $1.4B)
    May 2, 2025 · Left the SEC roster · derived
  • William Albert Ackman left Pershing Square Gp, Llc for Pershing Square Capital Management, L.P. (registered 2008-04-14)
    Mar 19, 2025 · Advisor changed firm · fact
  • (No Middle Name) Benny Hakim (President) appeared on Schedule A of Pershing Square Gp, Llc
    Jun 13, 2024 · Control person joined · fact
  • Ryan Israel (Chief Investment Officer) appeared on Schedule A of Pershing Square Gp, Llc
    Mar 28, 2024 · Control person joined · fact
  • Pershing Square Gp, Llc reported RAUM $1.4B, up 31% from $1.1B (2021-03-31 to 2022-03-31)
    Mar 31, 2022 · RAUM change · derived
  • Pershing Square Gp, Llc reported RAUM $1.1B, up 33% from $792.1M (2020-08-07 to 2021-03-31)
    Mar 31, 2021 · RAUM change · derived
  • Pershing Square Gp, Llc reported RAUM $792.1M, down 34% from $1.2B (2019-05-08 to 2020-03-30)
    Mar 30, 2020 · RAUM change · derived
  • Pershing Square Gp, Llc reported RAUM $1.2B, down 40% from $2.0B (2018-03-29 to 2019-03-29)
    Mar 29, 2019 · RAUM change · derived
  • Stephen Fraidin (Vice Chairman) no longer on Schedule A of Pershing Square Gp, Llc (listed 2018-03-29, absent 2019-03-29)
    Mar 29, 2019 · Control person left · inference
  • Pershing Square Gp, Llc reported RAUM $2.0B, down 43% from $3.5B (2017-03-31 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.
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
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026