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Magnitude Capital, LLC: investment adviser
Magnitude Capital, LLC is an investment adviser registered with the SEC (file 801-65284, CRD 137486). What it reports on Form ADV: assets and clients, fees, owners, disciplinary history and its client brochure. From the SEC's Investment Adviser Public Disclosure site; read Oct 21, 2026.
- Assets managed
- $10.6B
- Discretionary
- 100%
- Accounts
- 13
- Employees
- 47
- In advisory roles
- 9
- Disclosures
- 0
Company page · SEC adviser record · Full Form ADV (PDF)
The firm reports that it or a related person has custody of client cash and securities.
Form ADV Part 1A, Item 5, as filed on the SEC Investment Adviser Public Disclosure site; read Oct 21, 2026.
Clients and fees
Whom the firm advises and how it is paid, from Items 5.D, 5.E and 5.G.
| Client type | Clients | Assets | Share |
|---|---|---|---|
| Private funds and other pooled vehicles | 13 | $10.6B | 100.0% |
How it is paid
- A percentage of assets under your management
- Performance-based fees
Services
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
Who owns it
Schedule A lists direct owners of 5% or more (and officers who own a stake); Schedule B lists the owners of those owners.
Direct owners (Schedule A)
| Owner | Type | Role | Stake | Since | Control | Public company |
|---|---|---|---|---|---|---|
| Benjamin Sheridan Appen | Person | Chief executive officer, managing member | C 25% to 50% | Aug 2003 | Yes | |
| James Michael Hall | Person | Managing member | B 10% to 25% | Aug 2003 | Yes | |
| JJHF Delaware Trust Holdings LLC | Company (U.S.) | Member | B 10% to 25% | Sep 2024 | ||
| Appen-Chang 2012 Trust | Company (U.S.) | Member | A 5% to 10% | Dec 2020 | ||
| Henry Hawes Bostic | Person | Chief investment officer, member | A 5% to 10% | Jan 2025 | Yes | |
| Derek NMN Chang | Person | Trustee | A 5% to 10% | Dec 2020 | ||
| Leslie NMN Chang | Person | Trustee | A 5% to 10% | Dec 2020 | ||
| Graeme Edward Daykin | Person | President, member | A 5% to 10% | Jan 2017 | Yes | |
| JLHF 2020 Delaware Trust Holdings LLC | Company (U.S.) | Member | A 5% to 10% | Jan 2025 |
Indirect owners (Schedule B)
| Owner | Owns a stake in | Type | Stake | Control | Public company |
|---|---|---|---|---|---|
| Bryn Mawr Trust Company of | JJHF Delaware | Company (U.S.) | F General partner, trustee or managing member | Yes | |
| James Michael Hall | JJHF Delaware | Person | F General partner, trustee or managing member | Yes | |
| JJHF Delaware Trust | JJHF Delaware | Company (U.S.) | E 75% or more | Yes |
Form ADV reports ownership in bands, not exact stakes: A means 5% to 10%, B 10% to 25%, C 25% to 50%, D 50% to 75%, E 75% or more. F marks a general partner, trustee or managing member, a role that controls the firm without a percentage. Owners of less than 5% are not listed.
Form ADV Schedules A and B, via the SEC Investment Adviser Public Disclosure site.
Disciplinary history
The firm answered No to every disciplinary question on Form ADV (Item 11).
The brochure
No brochure text was read for this firm.
Other brochures on file
- Magnitude Capital, LLC - Form ADV Part 2A, Mar 30, 2026
Form ADV Part 2A, via the SEC Investment Adviser Public Disclosure site.