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
Manna Tree Partners, LLC
Latest filing Mar 24, 2026
First filing on the tape Nov 9, 2018 · 16 filings
SEC status approved since Jul 2, 2021
RAUM
$816M
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
20
10 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
12
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$816M as of Mar 24, 2026
Mar 30, 2022$477M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 24, 2026
Mar 30, 20220 then
Employees (5.A)20 as of Mar 24, 2026
Mar 30, 202216 then
Private funds12 as of Mar 24, 2026
Mar 30, 20228 then
RAUM +11% over the last fiscal year+13% a year over threeIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of Mar 24, 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
- $68.0MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%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-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- 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$816M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 12reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false 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
10 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Mt Nutrition II, LP | Private Equity Fund | $183M | 176 | May 27, 2021 |
| Mt Nutrition II Cayman, LP | Private Equity Fund | $136M | 47 | May 27, 2021 |
| Manna Tree Partners Fund I, L.P. | Private Equity Fund | $106M | 130 | Nov 9, 2018 |
| Mt Nutrition II Co-Investment A, L.P. | Private Equity Fund | $90.4M | 25 | Mar 30, 2022 |
| Mtp Co-Investment C, L.P. | Private Equity Fund | $19.8M | 64 | Mar 29, 2021 |
| Mt Nutrition II Fr, LP | Private Equity Fund | $9.5M | 1 | Mar 31, 2023 |
| Mtp Co-Investment B, L.P. | Private Equity Fund | $9.4M | 15 | Mar 13, 2020 |
| Mtp Co-Investment D, LP | Private Equity Fund | $6.4M | 18 | May 27, 2021 |
| Mtp Co-Investment E, L.P. | Private Equity Fund | $1.5M | 7 | Mar 31, 2023 |
| Mtp Co-Investment A, L.P.no longer reported | Private Equity Fund | $0 | 18 | Mar 13, 2020 |
Owners and control persons
Schedule A and B, latest filing
- Andrew Ross Iverson · Managercontrolsince 07/2018 · owns 50% to 75%
- Theobald Allyson Patterson · Chief Compliance Officer/Managing Partnercontrolsince 12/2020 · owns less than 5%
- Gabrielle Rubenstein · Managercontrolsince 05/2018 · owns 50% to 75%
Related persons
Schedule D 7.A
- Manna Tree Partners Fund I Gp, L.P.investment adviserpooled vehicle sponsorn
- Manna Tree Partners Gp, LLCpooled vehicle sponsorn
- Mt Nutrition II Gp, LPinvestment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Pooled vehicle clients · 10 to 12Jul 30, 2025 to Mar 24, 2026
- Employees · 19 to 20Jul 30, 2025 to Mar 24, 2026
- Private funds · 10 to 12Jul 30, 2025 to Mar 24, 2026
- Discretionary RAUM · $737M to $816MJul 30, 2025 to Mar 24, 2026
- Pooled vehicle RAUM · $737M to $816MJul 30, 2025 to Mar 24, 2026
- RAUM · $737M to $816MJul 30, 2025 to Mar 24, 2026
- Accounts · 10 to 12Jul 30, 2025 to Mar 24, 2026
- Advisory employees · 8 to 10Jul 30, 2025 to Mar 24, 2026
- Financial planning clients · unset to Apr 16, 2025 to Jul 30, 2025
- HQ city · VAIL to DENVERApr 16, 2025 to Jul 30, 2025
- Other offices · 0 to 1Apr 16, 2025 to Jul 30, 2025
- Accounts · 9 to 10Jul 9, 2024 to Apr 16, 2025
- Pooled vehicle clients · 9 to 10Jul 9, 2024 to Apr 16, 2025
- Employees · 16 to 19Jul 9, 2024 to Apr 16, 2025
- Private funds · 9 to 10Jul 9, 2024 to Apr 16, 2025
- Discretionary RAUM · $563M to $737MJul 9, 2024 to Apr 16, 2025
- Pooled vehicle RAUM · $563M to $737MJul 9, 2024 to Apr 16, 2025
- RAUM · $563M to $737MJul 9, 2024 to Apr 16, 2025
- Related adviser · true to falseJul 9, 2024 to Apr 16, 2025
- Advisory employees · 7 to 8Oct 19, 2023 to Mar 25, 2024
- Employees · 13 to 16Oct 19, 2023 to Mar 25, 2024
- Discretionary RAUM · $609M to $563MOct 19, 2023 to Mar 25, 2024
- Pooled vehicle RAUM · $609M to $563MOct 19, 2023 to Mar 25, 2024
- RAUM · $609M to $563MOct 19, 2023 to Mar 25, 2024
- Discretionary RAUM · $601M to $609MApr 28, 2023 to Aug 18, 2023
- Pooled vehicle RAUM · $601M to $609MApr 28, 2023 to Aug 18, 2023
- RAUM · $601M to $609MApr 28, 2023 to Aug 18, 2023
- Discretionary RAUM · $568M to $601MMar 31, 2023 to Apr 28, 2023
- Pooled vehicle RAUM · $568M to $601MMar 31, 2023 to Apr 28, 2023
- RAUM · $568M to $601MMar 31, 2023 to Apr 28, 2023
- Accounts · 8 to 9Jul 22, 2022 to Mar 31, 2023
- Advisory employees · 6 to 7Jul 22, 2022 to Mar 31, 2023
- Pooled vehicle clients · 8 to 9Jul 22, 2022 to Mar 31, 2023
- Employees · 16 to 13Jul 22, 2022 to Mar 31, 2023
- Private funds · 8 to 9Jul 22, 2022 to Mar 31, 2023
- Discretionary RAUM · $477M to $568MJul 22, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $477M to $568MJul 22, 2022 to Mar 31, 2023
- RAUM · $477M to $568MJul 22, 2022 to Mar 31, 2023
- Accounts · 7 to 8Oct 29, 2021 to Mar 30, 2022
- Advisory employees · 4 to 6Oct 29, 2021 to Mar 30, 2022
Signals
4 dated events
- Manna Tree Partners, Llc reported RAUM $736.6M, up 31% from $563.0M (2024-07-09 to 2025-04-16)Apr 16, 2025 · RAUM change · derived
- Lance Brent Drever (Manager) no longer on Schedule A of Manna Tree Partners, Llc (listed 2023-08-18, absent 2023-10-19)Oct 19, 2023 · Control person left · inference
- Theobald Allyson Patterson (Chief Compliance Officer) appeared on Schedule A of Manna Tree Partners, LlcMay 27, 2021 · Control person joined · fact
- Manna Partners, Llc filed its initial SEC registration (Form ADV)Nov 9, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Manna Tree Partners, LLC · Independent Sponsorsshared crd · capital_provider
- Manna Tree Partners, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/mannatreereportedpublic record, Form ADV, Sep 17, 2026
- Website
- mannatreepartners.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 970-837-3027reportedpublic record, Form ADV, Mar 24, 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