Raith Capital Partners, Llc
- Regulatory AUM
- $2.8B
- Discretionary
- $2.3B
- Clients
- 24
- Avg AUM / client
- $118M
- Accounts
- 24
- Employees
- 29
AUM over time
Annual snapshots from Form ADV filings · as of Apr 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 21 | $2.3B | 81.6% |
| State or municipal government entities | 2 | $313M | 11.0% |
| Insurance companies | 1 | $209M | 7.37% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $1.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Raith Real Estate Fund Ii Lp | Real Estate Fund | Delaware | $596M | 20 |
| Raith Real Estate Fund Iii Lp | Real Estate Fund | Delaware | $466M | 81 |
| Raith Real Estate High Yield Credit Fund Lp | Hedge Fund | Delaware | $112M | 2 |
| Raith Real Estate High Yield Credit Fund A Lp | Hedge Fund | Delaware | $50.3M | 2 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Northwell Health Pension Plan Northwell Health, Inc. | 2024 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hioe, Nelson, Nienjung | Partner | Feb 2012 (15y) | 25% – 50% | |
| Landis, William, Wilder | Partner | Feb 2012 (15y) | 25% – 50% | |
| Gunthel, Richard, Morrison | Controller | Jun 2015 (11y) | Less than 5% | |
| Forman, Sandra, Matrick | Chief Compliance Officer | May 2022 (4y) | Less than 5% | |
| Suchy, Michael, Richard | Partner | Jan 2023 (4y) | 5% – 10% |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $1.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Raith Real Estate Fund Ii Lp | Real Estate Fund | $596M | $10.0M | 20 |
| Raith Real Estate Fund Iii Lp | Real Estate Fund | $466M | $10.0M | 81 |
| Raith Real Estate High Yield Credit Fund Lp | Hedge Fund | $112M | $5.0M | 2 |
| Raith Real Estate High Yield Credit Fund A Lp | Hedge Fund | $50.3M | $5.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Northwell Health Pension Plan | Northwell Health, Inc. | 26,078 | $2.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/29/2026 | 2.44 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $441M (16% of AUM) Apr 2026
- Northern Trust $80.8M (3% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 29, 2026.
View current Form ADV (SEC/IAPD) ↗