Clients
Magnitude Capital serves 13 clients. The average client has about $813 million with the firm.
- Pooled investment vehicles13 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 13 | $10,568,274,722 | 100.0% | $812.9M |
| Total | 13 | $10,568,274,722 | 100% | $812.9M |
- Clients
- 13
- Regulatory AUM
- $10,568,274,722
- Share
- 100.0%
- Avg. per client
- $812.9M
Total
- Clients
- 13
- Regulatory AUM
- $10,568,274,722
- Share
- 100%
- Avg. per client
- $812.9M
What it does
Magnitude Capital provides portfolio management for pooled vehicles and selecting other managers. It is paid through a percentage of assets and performance-based fees.
Magnitude Capital advises 12 private funds.
100.0% of assets ($10.57B across 13 accounts) are managed with discretion. 62% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Magnitude Capital has custody of $10.57B for 13 clients.
- All other custodians$10.57B100%
Ownership and leadership
Benjamin Appen owns 25% to 50% of Magnitude Capital, and Benjamin Appen is its CEO.
- Owns 25% to 50% of Magnitude Capital, LLC
Benjamin Appen
Control person · since August 2003
- Owns 10% to 25% of Magnitude Capital, LLC
James Hall
Control person · since August 2003
- Owns 10% to 25% of Magnitude Capital, LLC
JJHF Delaware Trust Holdings LLC
since September 2024
- Owns 75% or more of JJHF Delaware Trust Holdings LLC
JJHF Delaware Trust
Control person · since September 2024
Bryn Mawr Trust Company of Delaware
Trustee · Control person · since September 2024
- Owns 5% to 10% of Magnitude Capital, LLC
Henry Bostic
Control person · since January 2025
- Owns 5% to 10% of Magnitude Capital, LLC
Graeme Daykin
Control person · since January 2017
- Owns 5% to 10% of Magnitude Capital, LLC
Appen-Chang 2012 Trust
since December 2020
- Owns 5% to 10% of Magnitude Capital, LLC
Derek Chang
since December 2020
- Owns 5% to 10% of Magnitude Capital, LLC
Leslie Chang
since December 2020
- Owns 5% to 10% of Magnitude Capital, LLC
JLHF 2020 Delaware Trust Holdings LLC
since January 2025
- Owns 75% or more of JLHF 2020 Delaware Trust Holdings LLC
JLHF 2020 Delaware Trust
Control person · since January 2025
Leadership
- Benjamin AppenChief Executive Officer, Managing Member
- Graeme DaykinPresident, Member
- Matthew CohenChief Financial Officer, Member
- Elisheva YuanChief Operating Officer, Member
- Nicholas D'AmbrosioChief Compliance Officer
- Henry BosticChief Investment Officer, Member
- James HallManaging Member
- Richard LodewickMember
- Andrew MessingerGeneral Counsel
- Derek ChangTrustee
- Leslie ChangTrustee
Staff
- 47 employees
- 9 in advisory functions
Reported holdings
Magnitude Capital’s reported 13F holdings total $512.4M across 1 positions, and the ten largest make up 100.0% of it.
- $512.4M
- Reported 13F value
- 1
- Positions
- 100.0%
- In the 10 largest
- +13.8%
- Value vs. prior quarter
- Hamilton Insurance Group Ltd · CL B100.0%
Together, the ten largest are 100.0% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $512.4M is not its $10.57B in regulatory assets and does not represent any individual client's portfolio.
Fees
Magnitude Capital is paid through a percentage of assets under management and performance-based fees.
Magnitude Capital’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Magnitude Capital has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 200 Park Avenue, 56th Floor, New YorkHQ
Registration details
- Legal name
- Magnitude Capital, LLC
- Headquarters
- 200 Park Avenue, 56th Floor, New York, NY 10166
- Phone
- 212-915-3900
- Website
- magnitudecapital.com
- SEC file
- 801-65284
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Magnitude Capital have?
Magnitude Capital has 13 clients and manages $10.6 billion for them, as of July 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 July 2026
What services does Magnitude Capital offer?
Magnitude Capital provides portfolio management for pooled vehicles and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Magnitude Capital have?
Magnitude Capital has 0 investment adviser representatives registered with state securities authorities, out of 47 employees, and 9 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
Who owns Magnitude Capital?
Magnitude Capital is owned through trusts by JLHF 2020 Delaware Trust. Its direct owners are Benjamin Appen, James Hall, Henry Bostic, Graeme Daykin, Appen-Chang 2012 Trust, Derek Chang, Leslie Chang, JJHF Delaware Trust Holdings LLC and JLHF 2020 Delaware Trust Holdings LLC, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 9 July 2026
How does Magnitude Capital get paid?
Magnitude 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