Aew Capital Management LP
Registered investment adviser · Boston, MA · CRD #108633
Form ADV data as of 2026-09-01Regulatory assets
$3.02 billion
Total accounts
27
Employees
250
Disclosure events
3
Firm details
- Website: https://twitter.com/aewglobal
- Telephone: 617-261-9000
- SEC file number: 801-53421
- Most recent Form ADV filing: 2026-03-31
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm reports 3 disclosure questions answered Yes, covering 3 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.
- Convicted of or pled guilty/no contest to a felony (past 10 years)
- SEC or CFTC found a violation of its regulations or statutes
- SEC or CFTC imposed a civil money penalty or a cease-and-desist order
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $2.33 billion |
| Non-discretionary regulatory assets under management | $690.0 million |
| Total regulatory assets under management | $3.02 billion |
| Discretionary accounts | 24 |
| Non-discretionary accounts | 3 |
| Total accounts | 27 |
| Regulatory assets under management attributable to non-U.S. persons | $981.6 million |
People
| Total employees (excluding clerical) | 250 |
| Employees performing investment advisory functions (including research) | 130 |
| Employees who are registered representatives of a broker-dealer | 6 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 1 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $12.27 billion |
| Clients for whom the firm has custody | 14 |
| A related person has custody of client cash or bank accounts | Yes |
| A related person has custody of client securities | Yes |
| Client funds and securities held in a related person's custody | $20.58 billion |
| Clients for whom a related person has custody | 25 |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 10 |
How the firm is compensated
Advisory services offered
Other business activities
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Recommends securities in which it has another proprietary interest
- Receives soft dollar benefits
- Compensates a non-employee for client referrals
- Provides employee compensation specifically for obtaining clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | Not reported | $1.1 million |
| Investment companies | 1 | $33.7 million |
| Pooled investment vehicles (other than investment companies and BDCs) | 6 | $928.6 million |
| Pension and profit sharing plans (not the participants or government plans) | Not reported | $266.1 million |
| Charitable organizations | Not reported | $40.3 million |
| State or municipal government entities (including government pension plans) | Not reported | $92.1 million |
| Sovereign wealth funds and foreign official institutions | Not reported | $766.5 million |
| Corporations or other businesses not listed above | 8 | $784.8 million |
| Other | Not reported | $111.7 million |