{"url":"https://nivawealth.com/firms/magnitude-capital-137486","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/137486","regulatoryAum":10568274722,"crd":"137486","secFileNumber":"801-65284","legalName":"Magnitude Capital, LLC","displayName":"Magnitude Capital","website":"https://magnitudecapital.com","linkedinUrl":"https://www.linkedin.com/company/magnitude-capital-llc/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"200 Park Avenue, 56th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10166"},"tradeNames":[],"registration":{"secApproved":"13 January 2006","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":47,"advisory":9,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":10568274722,"discretionaryAccounts":13,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":62,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":13,"regulatoryAum":10568274722}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Magnitude Capital has custody of $10.57B for 13 clients.","otherCustodians":[],"leadership":[{"name":"Benjamin Appen","title":"Chief Executive Officer, Managing Member","crd":"2303365"},{"name":"Graeme Daykin","title":"President, Member","crd":"4868179"},{"name":"Matthew Cohen","title":"Chief Financial Officer, Member","crd":"5157026"},{"name":"Elisheva Yuan","title":"Chief Operating Officer, Member","crd":"4815176"},{"name":"Nicholas D'Ambrosio","title":"Chief Compliance Officer","crd":"6428808"},{"name":"Henry Bostic","title":"Chief Investment Officer, Member","crd":"3091592"},{"name":"James Hall","title":"Managing Member","crd":"5071226"},{"name":"Richard Lodewick","title":"Member","crd":"1868976"},{"name":"Andrew Messinger","title":"General Counsel","crd":"6599686"},{"name":"Derek Chang","title":"Trustee","crd":"7329884"},{"name":"Leslie Chang","title":"Trustee","crd":"7329886"}],"ownership":[{"label":"Benjamin Appen","detail":"Chief executive officer, managing member in the 25% to 50% ownership band and a control person, since August 2003."},{"label":"James Hall","detail":"Managing member in the 10% to 25% ownership band and a control person, since August 2003. Also elected manager of JJHF Delaware Trust Holdings LLC and a control person, since September 2024. Also elected manager of JLHF 2020 Delaware Trust Holdings LLC and a control person, since January 2025."},{"label":"Henry Bostic","detail":"Chief investment officer, member in the 5% to 10% ownership band and a control person, since January 2025."},{"label":"Graeme Daykin","detail":"President, member in the 5% to 10% ownership band and a control person, since January 2017."},{"label":"Appen-Chang 2012 Trust","detail":"Member in the 5% to 10% ownership band, since December 2020."},{"label":"Derek Chang","detail":"Trustee in the 5% to 10% ownership band, since December 2020."},{"label":"Leslie Chang","detail":"Trustee in the 5% to 10% ownership band, since December 2020."},{"label":"JJHF Delaware Trust Holdings LLC","detail":"Member in the 10% to 25% ownership band, since September 2024."},{"label":"JLHF 2020 Delaware Trust Holdings LLC","detail":"Member in the 5% to 10% ownership band, since January 2025."},{"label":"JJHF Delaware Trust","detail":"Indirect owner: a member of JJHF Delaware Trust Holdings LLC in the 75% or more band and a control person, since September 2024.","parent":"JJHF Delaware Trust Holdings LLC"},{"label":"Bryn Mawr Trust Company of Delaware","detail":"Indirect owner: trustee of JJHF Delaware Trust and a control person, since September 2024. Also trustee of JLHF 2020 Delaware Trust and a control person, since January 2025.","parent":"JJHF Delaware Trust"},{"label":"JLHF 2020 Delaware Trust","detail":"Indirect owner: a member of JLHF 2020 Delaware Trust Holdings LLC in the 75% or more band and a control person, since January 2025.","parent":"JLHF 2020 Delaware Trust Holdings LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"200 Park Avenue, 56th Floor","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-915-3900","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)","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":12},"sources":{"adv1FilingDate":"9 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/137486/PDF/137486.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Magnitude Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Magnitude Capital offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Magnitude Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Magnitude Capital?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Magnitude Capital get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/magnitude-capital-137486/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1556278/000117266126003530/0001172661-26-003530-index.html","totalValue":512390144,"positionCount":1,"top10Share":1,"top10":[{"issuer":"HAMILTON INSURANCE GROUP LTD","titleOfClass":"CL B","cusip":"G42706104","value":512390144,"shares":15096940,"shareType":"SH","priorValue":450341720,"priorShares":15096940}],"positionsListed":1,"positions":[{"issuer":"HAMILTON INSURANCE GROUP LTD","titleOfClass":"CL B","cusip":"G42706104","value":512390144,"shares":15096940,"shareType":"SH","priorValue":450341720,"priorShares":15096940}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth 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."}