INTERVAL PARTNERS, LP
DBA: INTERVAL PARTNERS, L.P.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $9.39B |
| Discretionary | $9.39B100% of AUM |
| Client Accounts | 32 |
| Avg Account Size | $293.5M |
| Employees | 56 |
| Peak AUM | $9.39BMar 2026 |
| AUM CAGR | +29.1% /yrover 13 yrs · 26 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $9.4B | +11.5% | +33.8% | +19.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $9.39B |
| Discretionary | $9.39B |
| Employees | 56 |
| Client Accounts | 32 |
Contact & Location
Address
575 LEXINGTON AVENUE
NEW YORK NY 10022
Phone
646-412-6800
Filing History
26 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$9.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Law Firm