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HAWK RIDGE CAPITAL MANAGEMENT LP

LOS ANGELES, CA · CRD 163818 · IAPD ↗ · hawkridgellc.com · 310-594-7350

$4.53BRegulatory AUM
10Advisory reps
23Employees
0Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — HAWK RIDGE CAPITAL MANAGEMENT LP notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — HAWK RIDGE CAPITAL MANAGEMENT LP now reports custody of client assets ($9.06B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
40
April 2024 — HAWK RIDGE CAPITAL MANAGEMENT LP added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
April 2024 — HAWK RIDGE CAPITAL MANAGEMENT LP reported RAUM up 34% ($3.26B -> $4.36B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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