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
Schonfeld Strategic Advisors LLC
Latest filing Jul 1, 2026
First filing on the tape Nov 16, 2015 · 56 filings
SEC status approved since Dec 31, 2015
RAUM
$225B
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
997
344 advisory (5.B.1)
Offices
22
beyond the principal office
Private funds
39
reported on Schedule D
History
56 filings and snapshots on the tape
RAUM$225B as of Jul 1, 2026
Mar 30, 2016$4.0B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 1, 2026
Mar 30, 20160 then
Employees (5.A)997 as of Jul 1, 2026
Mar 30, 201689 then
Private funds39 as of Jul 1, 2026
Mar 30, 20165 then
RAUM +54% over the last fiscal year+58% a year over threeIARs 0 to 0offices 16 to 22
Practice profile
derived from the filing of Jul 1, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM 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
- $5.8BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived23 offices incl. principal (1.F.5)
- RAUM growth, one year
- +54%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, selection of other advisers, otherreportedItem 5.G
- Custody
- $225B, 39 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$225B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 39reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $225B for 39 clientsreported
- Compensation
- % of AUM, 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
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
30 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Schonfeld Dmfi Master Fund LP | Hedge Fund | $56B | 1 | Jul 1, 2021 |
| Whitney Capital Series Fund LLC | Hedge Fund | $13B | 2 | Feb 12, 2016 |
| Schonfeld Strategic Partners Fund LLC | Hedge Fund | $9.2B | 387 | Mar 30, 2016 |
| Gmf Intermediate Fund LP | Hedge Fund | $7.7B | 3 | Nov 18, 2020 |
| Schonfeld Global Master Fund L.P. | Hedge Fund | $7.7B | 1 | Jan 30, 2019 |
| Schonfeld Strategic 460 Fund LLCno longer reported | Hedge Fund | $6.3B | 3 | Jan 10, 2017 |
| Schonfeld Ir Master Fund Pte. Ltd. | Hedge Fund | $5.1B | 4 | Feb 28, 2020 |
| Schonfeld Strategic Partners Offshore Fund Ltd. | Hedge Fund | $4.6B | 255 | Mar 30, 2017 |
| Schonfeld Fundamental Equity Fund LLC | Hedge Fund | $4.4B | 518 | May 27, 2016 |
| Ext Intermediate Fund LP | Hedge Fund | $4.3B | 3 | Nov 18, 2020 |
| Schonfeld Ext Master Fund LP | Hedge Fund | $4.3B | 1 | Nov 18, 2020 |
| Schonfeld Fundamental Equity Offshore Fund Ltd. | Hedge Fund | $1.9B | 303 | Mar 30, 2017 |
| Schonfeld Strategic Awf Fund LP | Hedge Fund | $1.9B | 5 | Sep 29, 2021 |
| Ukmf Intermediate Fund LP | Hedge Fund | $1.3B | 4 | Nov 18, 2020 |
| Schonfeld Strategic Uk Master Fund L.P. | Hedge Fund | $1.3B | 1 | Mar 29, 2019 |
| Green Capital Series Fund LLC | Hedge Fund | $1.2B | 2 | Feb 23, 2018 |
| Folly Beach Capital Series Fund LLC | Hedge Fund | $1.2B | 2 | Mar 30, 2016 |
| Eagle Capital Series Fund LLC | Hedge Fund | $416M | 2 | Apr 26, 2019 |
| Schonfeld Apac Master Fund Pte. Ltd | Hedge Fund | $214M | 2 | Nov 29, 2022 |
| Emory Capital Series Fund LLC | Hedge Fund | $205M | 2 | Mar 30, 2016 |
| Fifty Seven Series Fund LLCno longer reported | Hedge Fund | $199M | 2 | Apr 20, 2017 |
| Duke Capital Series Fund LLC | Hedge Fund | $176M | 2 | Mar 30, 2016 |
| Felix Capital Series Fund LLCno longer reported | Hedge Fund | $175M | 2 | Feb 23, 2018 |
| Fifty Seven Cayman Tv Ltd.no longer reported | Hedge Fund | $14.4M | 1 | Mar 29, 2019 |
| Schonfeld Ir Feeder Fund LLC | Hedge Fund | $10.2M | 1 | Mar 31, 2020 |
| Schonfeld Strategic Uk Feeder Fund Ltd. | Hedge Fund | $3.8M | 1 | Mar 29, 2019 |
| Duke Cayman Tv Ltd. | Hedge Fund | $41 | 1 | Mar 29, 2019 |
| Ext Tv Ltd | Hedge Fund | $0 | 1 | Jul 1, 2021 |
| Gmlp Tv Ltd | Hedge Fund | $0 | 1 | Jul 1, 2021 |
| Dmfi Tv LLC | Hedge Fund | $0 | 1 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- Mark Andrew Fishman · Presidentcontrolsince 09/2015 · owns less than 5%
- John Samuel Kim · Chief Financial Officercontrolsince 01/2024 · owns less than 5%
- Wayne Adam Rockfeld · Chief Operating Officercontrolsince 02/2017 · owns less than 5%
- Andrew Ryan Tolkin · Chief Executive Officer/Chief Investment Officercontrolsince 09/2015 · owns less than 5%
- Bart Steven Schonfeld · Trusteecontrolsince 07/2017 · owns F of The Steven B. Schonfeld Revocable Trust
- Jonathan Bradley Tolkin · Trusteecontrolsince 03/2016 · owns F of Trust U/A/D 12/12/06 F/B/O Sateen Rose Schonfeld
- Joseph Thomas De Bow III · Chief Technology Officersince 04/2024 · owns less than 5%
- Harry Mark Peckman · General Counsel And Chief Compliance Officersince 11/2015 · owns less than 5%
- Elise Danielle Pizzo · Chief Strategy Officersince 05/2019 · owns less than 5%
- Bart Steven Schonfeld · Foundersince 01/2016 · owns less than 5%
Entity owners
- Sth Capital LLC · Managerdirect · owns less than 5%
- The Steven B. Schonfeld 2011 Delaware Trust · Memberdirect · owns 25% to 50%
- The Steven B. Schonfeld Revocable Trust · Memberdirect · owns 50% to 75%
- Schonfeld Group Holdings LLC · Manager, Memberindirect · owns 75% or more of Sth Capital LLC
- The Steven B. Schonfeld 2011 Delaware Trust · Memberindirect · owns 50% to 75% of Schonfeld Group Holdings LLC
- The Steven B. Schonfeld Revocable Trust · Memberindirect · owns 25% to 50% of Schonfeld Group Holdings LLC
- U.S. Trust Company Of Delaware · Trusteeindirect · owns F of The Steven B. Schonfeld 2011 Delaware Trust
- Trust U/A/D 12/12/06 F/B/O Sateen Rose Schonfeld · Memberdirect · owns less than 5%
Related persons
Schedule D 7.A
- Sassicaia Capital Advisers LLCinvestment adviserbankn
- Schonfeld Fe Partners LLCbankpooled vehicle sponsory
- Schonfeld Strategic Awf Gp LLCpooled vehicle sponsory
- Schonfeld Strategic Management LLCbankpooled vehicle sponsorn
- Ssm Dmfi Gp LLCpooled vehicle sponsory
- Ssm Ext Intermediate Gp LLCpooled vehicle sponsory
- Ssm Ext Master Gp LLCpooled vehicle sponsory
- Ssm Global Gp LLCpooled vehicle sponsory
- Ssm Gmf Gp LLCpooled vehicle sponsory
- Ssm Uk Gp LLCbankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom78 employees
- Hong Kong, Hong Kong52 employees
- Singapore, Singapore24 employees
- Stamford, CT18 employees
- Miami, FL16 employees
- Dubai, United Arab Emirates13 employees
- San Francisco, CA12 employees
- Chiyoda-Ku, Tokyo, Japan12 employees
- Sydney, Australia7 employees
- Houston, TX4 employees
- Reno, NV3 employees
- Jericho, NY3 employees
- Dallas, TX3 employees
- Summit, NJ3 employees
- New York, NY2 employees
- Chicago, IL2 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $146,335,741,000 to $225,251,626,459 (+54.0%) between the annual amendments of 2025-04-11 and 2026-03-31; the peer median change was +15.0% (471 comparable advisers, 90.0th percentile of changes)peers: asset managers, $20B and over (471) · 90% percentile
What changed
consecutive filings, newest first
- Accounts · 26 to 39Nov 21, 2025 to Mar 31, 2026
- Advisory employees · 376 to 344Nov 21, 2025 to Mar 31, 2026
- Pooled vehicle clients · 26 to 39Nov 21, 2025 to Mar 31, 2026
- Assets in custody · $146B to $225BNov 21, 2025 to Mar 31, 2026
- Employees · 872 to 997Nov 21, 2025 to Mar 31, 2026
- Other offices · 16 to 22Nov 21, 2025 to Mar 31, 2026
- Private funds · 38 to 39Nov 21, 2025 to Mar 31, 2026
- Discretionary RAUM · $146B to $225BNov 21, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $146B to $225BNov 21, 2025 to Mar 31, 2026
- RAUM · $146B to $225BNov 21, 2025 to Mar 31, 2026
- Private funds · 34 to 38Aug 1, 2025 to Nov 21, 2025
- Financial planning clients · unset to Apr 11, 2025 to May 23, 2025
- Accounts · 28 to 26Dec 6, 2024 to Apr 11, 2025
- Pooled vehicle clients · 28 to 26Dec 6, 2024 to Apr 11, 2025
- Assets in custody · $91B to $146BDec 6, 2024 to Apr 11, 2025
- Employees · 952 to 872Dec 6, 2024 to Apr 11, 2025
- Private funds · 26 to 34Dec 6, 2024 to Apr 11, 2025
- Discretionary RAUM · $91B to $146BDec 6, 2024 to Apr 11, 2025
- Pooled vehicle RAUM · $91B to $146BDec 6, 2024 to Apr 11, 2025
- RAUM · $91B to $146BDec 6, 2024 to Apr 11, 2025
- Other offices · 17 to 16Sep 19, 2024 to Nov 14, 2024
- Assets in custody · $90B to $91BMar 30, 2024 to May 10, 2024
- Discretionary RAUM · $90B to $91BMar 30, 2024 to May 10, 2024
- Pooled vehicle RAUM · $90B to $91BMar 30, 2024 to May 10, 2024
- RAUM · $90B to $91BMar 30, 2024 to May 10, 2024
- Advisory employees · 310 to 376Jan 22, 2024 to Mar 30, 2024
- Assets in custody · $57B to $90BJan 22, 2024 to Mar 30, 2024
- Employees · 856 to 952Jan 22, 2024 to Mar 30, 2024
- Other offices · 19 to 17Jan 22, 2024 to Mar 30, 2024
- Discretionary RAUM · $57B to $90BJan 22, 2024 to Mar 30, 2024
- Pooled vehicle RAUM · $57B to $90BJan 22, 2024 to Mar 30, 2024
- RAUM · $57B to $90BJan 22, 2024 to Mar 30, 2024
- Other offices · 18 to 19May 12, 2023 to Sep 20, 2023
- Assets in custody · $57B to $57BMar 31, 2023 to May 12, 2023
- Discretionary RAUM · $57B to $57BMar 31, 2023 to May 12, 2023
- Pooled vehicle RAUM · $57B to $57BMar 31, 2023 to May 12, 2023
- RAUM · $57B to $57BMar 31, 2023 to May 12, 2023
- Accounts · 30 to 28Nov 29, 2022 to Mar 31, 2023
- Advisory employees · 207 to 310Nov 29, 2022 to Mar 31, 2023
- Pooled vehicle clients · 30 to 28Nov 29, 2022 to Mar 31, 2023
Signals
11 dated events
- Schonfeld Strategic Advisors Llc reported 22 offices beyond its principal office, up from 16 (2025-11-21 to 2026-03-31)Mar 31, 2026 · Office count change · derived
- Schonfeld Strategic Advisors Llc reported RAUM $225.3B, up 54% from $146.3B (2025-11-21 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Schonfeld Strategic Advisors Llc reported RAUM $146.3B, up 61% from $91.2B (2024-12-06 to 2025-04-11)Apr 11, 2025 · RAUM change · derived
- Schonfeld Strategic Advisors Llc reported RAUM $89.7B, up 58% from $56.9B (2024-01-22 to 2024-03-30)Mar 30, 2024 · RAUM change · derived
- Samuel Kim (Chief Financial Officer) appeared on Schedule A of Schonfeld Strategic Advisors LlcMar 30, 2024 · Control person joined · fact
- Schonfeld Strategic Advisors Llc reported RAUM $56.9B, up 79% from $31.9B (2022-11-29 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Schonfeld Strategic Advisors Llc reported RAUM $33.1B, up 50% from $22.0B (2021-10-20 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Schonfeld Strategic Advisors Llc reported RAUM $18.8B, up 44% from $13.0B (2020-02-28 to 2020-03-31)Mar 31, 2020 · RAUM change · derived
- Schonfeld Strategic Advisors Llc reported RAUM $13.0B, up 46% from $8.9B (2019-01-31 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- Schonfeld Strategic Advisors Llc reported RAUM $8.9B, up 30% from $6.8B (2018-02-23 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- Schonfeld Strategic Advisors Llc filed its initial SEC registration (Form ADV)Nov 16, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Schonfeld Strategic Advisors LLC · Family Officesshared crd · office
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/schonfeld-groupreportedpublic record, Form ADV, Sep 17, 2026
- Website
- SCHONFELD.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 1 (646) 293-0000reportedpublic record, Form ADV, Jul 1, 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
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026