Situational Awareness LP

RIASEC RegisteredEst. 2025
Total AUM
$9.3B
Discretionary
$9.3B
100% of AUM
Avg account
$4.6B
Accounts
2
Employees
8
Advisory reps
5

Firm details

Headquarters
San Francisco, California
CRD number
333011
Registered since
February 24, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Situational Awareness LP is a limited partnership that operates as a hedge fund and serves institutional investors. The firm is SEC-registered (2025) and functions in roles beyond pure advisory — it acts as a CPO/CTA and as sponsor, general partner, or managing member of pooled investment vehicles. Its advisory activity centers on portfolio management for pooled vehicles, and its compensation model combines a percentage-of-assets fee with performance-based fees. The firm does not identify as an active ESG investor and does not report multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Kimberly Summe

    Chief Operating Officer and General CounselCRD 5465806

  • Leopold Aschenbrenner

    CIOCRD 8005792

  • Nicholas Gross-whitaker

    Chief Operating OfficerCRD 7990236

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Contacts

1 of 1
  • Carl Shulman

    Director of ResearchCRD 8005790

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
77 Federal St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth