FUNDAMENTAL ADVISORS LP
CRD #157899 SEC #801-73278 NEW YORK, NY 212-205-5000
SEC Registered Private Funds
Total AUM
$4.1B
Discretionary
$4.1B
Employees
43
Clients
--
Accounts
14
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $4.1B | $4.1B | $0 | 43 | 0 |
| Mar 2025 | $4B | $4B | $0 | 43 | 0 |
| Mar 2024 | $4B | $4B | $0 | 38 | 0 |
| Mar 2023 | $3.9B | $3.9B | $0 | 37 | 0 |
| Oct 2022 | $3.3B | $3.3B | $0 | 36 | 0 |
| Mar 2022 | $3.3B | $3.3B | $0 | 36 | 0 |
| Jun 2021 | $1.4B | $1.4B | $0 | 28 | 0 |
| Mar 2021 | $1.4B | $1.4B | $0 | 28 | 0 |
| Mar 2021 | $1.4B | $1.4B | $0 | 28 | 0 |
| Mar 2020 | $1.5B | $1.5B | $0 | 28 | 0 |
| Mar 2019 | $1.6B | $1.6B | $0 | 24 | 0 |
| Mar 2018 | $1.8B | $1.8B | $0 | 26 | 0 |
| Feb 2018 | $1.8B | $1.8B | $0 | 23 | 0 |
| May 2017 | $3.1B | $3.1B | $0 | 33 | 11 |
| Mar 2017 | $3.1B | $3.1B | $0 | 33 | 11 |
| Aug 2016 | $2.3B | $2.3B | $0 | 30 | 11 |
| Mar 2016 | $2.3B | $2.3B | $0 | 30 | 11 |
| May 2015 | $2.2B | $2.2B | $0 | 36 | 11 |
| Jan 2015 | $2.2B | $2.2B | $0 | 37 | 1 |
| Mar 2014 | $1.7B | $1.7B | $0 | 37 | 11 |
| Jan 2014 | $1.6B | $1.6B | $0 | 30 | 1 |
| Jul 2013 | $939M | $939M | $0 | 26 | 1 |
| Apr 2013 | $832M | $832M | $0 | 26 | 1 |
| Mar 2013 | $832M | $832M | $0 | 26 | 1 |
| Dec 2012 | $646M | $646M | $0 | 26 | 1 |
| Feb 2012 | $501M | $501M | $0 | -- | 1 |
| Feb 2012 | $501M | $501M | $0 | -- | 1 |
DateAug 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees43
Clients0
DateMar 2025
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees43
Clients0
DateMar 2024
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees38
Clients0
DateMar 2023
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees37
Clients0
DateOct 2022
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees36
Clients0
DateMar 2022
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees36
Clients0
DateJun 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees28
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees28
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees28
Clients0
DateMar 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees28
Clients0
DateMar 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees24
Clients0
DateMar 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees26
Clients0
DateFeb 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees23
Clients0
DateMay 2017
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees33
Clients11
DateMar 2017
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees33
Clients11
DateAug 2016
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees30
Clients11
DateMar 2016
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees30
Clients11
DateMay 2015
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees36
Clients11
DateJan 2015
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees37
Clients1
DateMar 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees37
Clients11
DateJan 2014
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees30
Clients1
DateJul 2013
Total AUM$939M
Discretionary$939M
Non-Disc.$0
Employees26
Clients1
DateApr 2013
Total AUM$832M
Discretionary$832M
Non-Disc.$0
Employees26
Clients1
DateMar 2013
Total AUM$832M
Discretionary$832M
Non-Disc.$0
Employees26
Clients1
DateDec 2012
Total AUM$646M
Discretionary$646M
Non-Disc.$0
Employees26
Clients1
DateFeb 2012
Total AUM$501M
Discretionary$501M
Non-Disc.$0
Employees--
Clients1
DateFeb 2012
Total AUM$501M
Discretionary$501M
Non-Disc.$0
Employees--
Clients1