Keyframe Capital Partners, L.P. is an SEC-registered investment adviser based in New York, NY that reports managing 10 hedge funds on Form ADV. It reports $977.3 million in regulatory assets under management. Its private funds, of all types, hold $937.3 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +57.0% 2026 YTD through Mar 31 (S&P 500: -4.6%), based on 13F filings. Over a longer period they returned an estimated +203.2% from Q3 2024 to Q1 2026, compared with +19.5% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $977.3 millionForm ADV Item 5.F
- Gross assets of private funds
- $937.3 millionAll private fund types, Form ADV
- Hedge funds managed
- 1013 private funds in total
- Employees
- 8Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 305812
- Latest Form ADV
- 03/31/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q1 2026 | +57.0% | -4.6% |
| Q4 2025 | +33.3% | +2.4% |
| Q3 2025 | +33.1% | +7.8% |
| Q2 2025 | +14.5% | +10.4% |
| Q1 2025 | +3.0% | -4.5% |
| Q4 2024 | +3.3% | +2.1% |
| Q3 2024 | -10.6% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Stem Inc$202,466
As of 2026-06-30, from 13F filing by Keyframe Capital Partners, L.P..
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures