{"url":"https://nivawealth.com/firms/deepwork-capital-314673","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/314673","regulatoryAum":300228029,"crd":"314673","history":[{"filedOn":"2023-03-17","regulatoryAum":150976500,"clients":8,"employees":8,"offices":1},{"filedOn":"2024-03-28","regulatoryAum":200944057,"clients":8,"employees":8,"offices":1},{"filedOn":"2025-03-13","regulatoryAum":213736000,"clients":8,"employees":8,"offices":1},{"filedOn":"2026-03-31","regulatoryAum":300228029,"clients":9,"employees":8,"offices":1}],"secFileNumber":"801-127680","legalName":"Deepwork Capital, LLC","displayName":"Deepwork Capital","slug":"deepwork-capital-314673","website":null,"logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/314673/020862d70281daa0-r1.webp","tone":"dark","width":1126,"height":200,"sourceUrl":"https://www.deepworkcapital.com","sourceLabel":"Deepwork Capital, LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/deepworkcapital","xUrl":"https://twitter.com/DeepWorkCapital","founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1000 Legion Place, Suite 830","city":"Orlando","state":"FL","stateName":"Florida","country":"United States","postalCode":"32801"},"tradeNames":[],"registration":{"secApproved":"18 April 2023","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":8,"advisory":8,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":300228029,"discretionary":82809877,"discretionaryAccounts":8,"nonDiscretionary":217418152,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":9,"regulatoryAum":300228029}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Deepwork Capital does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"I-Ting Chiu","title":"COO","crd":"7370014"},{"name":"Mitchel Laskey","title":"CCO","crd":"7370012"},{"name":"Benjamin Patz","title":"CEO","crd":"7370006"}],"ownership":[{"label":"Benjamin Patz","detail":"Ceo in the 25% to 50% ownership band and a control person, since January 2018."},{"label":"Mitchel Laskey","detail":"Cco in the 25% to 50% ownership band and a control person, since January 2018."},{"label":"I-Ting Chiu","detail":"Coo in the 25% to 50% ownership band and a control person, since January 2018."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"1000 Legion Place, Suite 830","city":"Orlando","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"407-988-3014","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":8},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/314673/PDF/314673.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Deepwork Capital have?","answer":"Deepwork Capital has 9 clients and manages $300 million for them, as of March 2026. They include 9 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Deepwork Capital offer?","answer":"Deepwork Capital provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Deepwork Capital have?","answer":"Deepwork Capital has 0 investment adviser representatives registered with state securities authorities, out of 8 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Deepwork Capital?","answer":"Deepwork Capital’s direct owners are Benjamin Patz, Mitchel Laskey and I-Ting Chiu, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Deepwork Capital get paid?","answer":"Deepwork Capital is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Deepwork Capital?","answer":"Deepwork Capital’s main office is at 1000 Legion Place, Suite 830, Orlando, FL 32801. Its phone number is 407-988-3014.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}