AUMdb

Fitzwalter Capital (Us) Llc

SEC-registered Private Fund Manager · Mid-sized ($1B–$10B) CRD 311629 · SEC file 801-119898 · New York, NY · www.fwcap.com
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
$3.2B
Discretionary
$3.2B
Clients
10
Avg AUM / client
$319M
Accounts
10
Employees
9

AUM over time

$529M $3.2B
Apr 30, 2021 Mar 31, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 10 $3.2B 100.0%

Private funds (4)

Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $2.9B combined gross assets

FundTypeDomicileGross assetsOwners
Fitzwalter Capital Partners Ii, Lp master Private Equity Fund Jersey $1.4B 24
Fitzwalter Capital Partners I, Lp master Private Equity Fund Jersey $1.3B 21
Fitzwalter Capital Partners Coinvest I, Lp Private Equity Fund Jersey $181M 9
Fitzwalter Capital Partners Coinvest Ii (A), Lp Private Equity Fund Jersey $33.3M 1

People (5)

NameRole / titleCredentialsWith firm sinceOwnership
Brazil, Benjamin, Alexander Partner Jan 2020 (7y) ≈ 42.19% – 100% via Fitzwalter Capital Partners Holdco Limited
Scott, Esther, Jane Dickinson Chief Compliance Officer And Chief Operating Officer Dec 2020 (6y) Less than 5%
Light, David, Lee Partner Oct 2022 (4y) Less than 5%
Page, Keith, Joseph Partner Nov 2023 (3y) Less than 5%
Jones, Hayden, Randall Partner Apr 2024 (2y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Fitzwalter Capital Limited Shareholder Aug 2020 A 75% or more
Fitzwalter Capital Partners Holdco Limited Shareholder Feb 2021 B ≈ 56.25% – 100% via Fitzwalter Capital Limited

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Brazil, Benjamin, Alexander: 75% – 100% of Fitzwalter Capital Partners Holdco Limited × 75% – 100% of Fitzwalter Capital Limited × 75% – 100% direct ≈ 42.19% – 100% of the firm
  • Fitzwalter Capital Partners Holdco Limited: 75% – 100% of Fitzwalter Capital Limited × 75% – 100% direct ≈ 56.25% – 100% 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 (4, $2.9B gross assets)

FundTypeGross assetsMin. investmentOwners
Fitzwalter Capital Partners Ii, Lp Private Equity Fund $1.4B $5.0M 24
Fitzwalter Capital Partners I, Lp Private Equity Fund $1.3B $5.0M 21
Fitzwalter Capital Partners Coinvest I, Lp Private Equity Fund $181M $5.0M 9
Fitzwalter Capital Partners Coinvest Ii (A), Lp Private Equity Fund $33.3M $5.0M 1

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 1.34 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

  • Fixed 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: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗