Situational Awareness Lp
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 333011
· SEC file 801-132039
· San Francisco, CA
· www.situationalawarenesslp.com
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ADV data as of Jun 11, 2026
- Regulatory AUM
- $9.3B
- Discretionary
- $9.3B
- Clients
- 2
- Avg AUM / client
- $4.6B
- Accounts
- 2
- Employees
- 8
AUM over time
$383M
$9.3B
Dec 2024
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $9.3B | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 1.23 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: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗