Asana Partners, Lp
- Regulatory AUM
- $8.4B
- Discretionary
- $7.8B
- Clients
- 9
- Avg AUM / client
- $928M
- Accounts
- 9
- Employees
- 125
AUM over time
Annual snapshots from Form ADV filings · as of Apr 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $8.4B | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $7.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Asana Partners Fund Iii, Lp | Real Estate Fund | Delaware | $1.9B | 34 |
| Asana Partners Select Fund, Lp | Real Estate Fund | Delaware | $1.8B | 2 |
| Asana Partners Fund Ii, Lp | Real Estate Fund | Delaware | $1.7B | 20 |
| Asana Partners Fund I, Lp | Real Estate Fund | Delaware | $1.3B | 21 |
| Ap Newbury Street, Lp | Real Estate Fund | Delaware | $190M | 2 |
| Kedua Capital, Lp | Real Estate Fund | Delaware | $135M | 2 |
People (11)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brown, Terry, Steven | Managing Partner | Feb 2016 (11y) | ≈ 0% – 2.5% via Asana Partners Gp, Llc | |
| Tompkins, Jason, Keith | Managing Partner | Feb 2016 (11y) | ≈ 0% – 2.5% via Asana Partners Gp, Llc | |
| Judd, Samuel, Emlen | Managing Partner | May 2016 (10y) | Less than 5% | |
| Brown, Lisa, C. | Trustee Of The 2020 Brown Family Trust | Nov 2020 (6y) | Less than 5% | |
| Kamijyo, Miki, Anne | General Counsel & Chief Compliance Officer | Mar 2021 (5y) | Less than 5% | |
| Judd, Laura, Elizabeth | Trustee Of The Samuel E. Judd 2021 Family Trust | Sep 2021 (5y) | Less than 5% | |
| Tompkins, Kristen, Lea | Trustee Of The Jkt Irrevocable Trust 2021 | Sep 2021 (5y) | Less than 5% | |
| Black, Richard, Seth | Partner | Jan 2022 (5y) | Less than 5% | |
| Kracke, Reed, Alexander | Partner | Jan 2022 (5y) | Less than 5% | |
| Ponder, William, Milton | Partner | Jan 2022 (5y) | Less than 5% | |
| Neudorff, Stefan, Christian | Chief Financial Officer | Mar 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The 2020 Brown Family Trust | Limited Partner | Nov 2020 | A | 10% – 25% |
| Jkt Irrevocable Trust 2021 | Limited Partner | Sep 2021 | A | 10% – 25% |
| The Lisa C. Brown Irrevocable Trust | Limited Partner | Feb 2021 | A | 5% – 10% |
| Klt Irrevocable Trust 2021 | Limited Partner | Sep 2021 | A | 5% – 10% |
| The Samuel E. Judd 2021 Family Trust | Limited Partner | Sep 2021 | A | 5% – 10% |
| The Laura E. Judd 2021 Irrevocable Trust | Limited Partner | Sep 2021 | A | 5% – 10% |
| Asana Partners Gp, Llc | General Partner | May 2016 | A | Less than 5% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brown, Terry, Steven: 25% – 50% of Asana Partners Gp, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Tompkins, Jason, Keith: 25% – 50% of Asana Partners Gp, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
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 (6, $7.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Asana Partners Fund Iii, Lp | Real Estate Fund | $1.9B | $10.0M | 34 |
| Asana Partners Select Fund, Lp | Real Estate Fund | $1.8B | $2.0M | 2 |
| Asana Partners Fund Ii, Lp | Real Estate Fund | $1.7B | $10.0M | 20 |
| Asana Partners Fund I, Lp | Real Estate Fund | $1.3B | $10.0M | 21 |
| Ap Newbury Street, Lp | Real Estate Fund | $190M | $0 | 2 |
| Kedua Capital, Lp | Real Estate Fund | $135M | $0 | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 3.33 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗