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LOCUST WOOD CAPITAL ADVISERS, LLC

NEW YORK, NY · CRD 135140 · IAPD ↗ · locustwood.com · 212-354-5404

$4.40BRegulatory AUM
5Advisory reps
12Employees
1Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — LOCUST WOOD CAPITAL ADVISERS, LLC reported RAUM up 32% ($3.34B -> $4.40B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — LOCUST WOOD CAPITAL ADVISERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — LOCUST WOOD CAPITAL ADVISERS, LLC reported RAUM up 53% ($1.81B -> $2.76B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.