SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Aew Capital Management LP
Boston, MA
CRD 108633
Firm filing updated March 31, 2026 ·
- $3BAssets
- 130Advisory staff
- 27Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- OtherYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
Who the firm serves
- Corporations or other businesses8
- Pooled vehicles6
- Investment companies1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | Fewer than 5 clients | $1.1 million |
| Investment companies | 1 | $33.7 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $928.6 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $266.1 million |
| Charitable organizations | Fewer than 5 clients | $40.3 million |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $92.1 million |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $766.5 million |
| Corporations or other businesses not listed above | 8 | $784.8 million |
| Other: "KOREAN INVESTMENT TRUST" | Fewer than 5 clients | $111.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Other: "REAL ESTATE INVESTMENT ADVISORY SERVICES"
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "REAL ESTATE INVESTMENT ADVISORY SERVICES"
Assets and accounts
- Regulatory assets$3.0 billion
- Accounts27
- Discretionary$2.3 billion · 24 accounts
- Non-discretionary$690.0 million · 3 accounts
People
- Employees250
- Advisory staff130
- Broker-dealer reps6
- Licensed insurance agents0
- Planning clients0
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 108633, SEC file 801-53421.
- Registered with the SEC as an investment advisor (status date on record: December 9, 1996).
Is Aew Capital Management LP a fiduciary?
Short answer: Aew Capital Management LP is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 6 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.