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SALI FUND SERVICES

AUSTIN, TX · CRD 124235 · IAPD ↗ · sali.com · 512-735-7254

$45.99BRegulatory AUM
5Advisory reps
79Employees
0Clients
n/aPlanning clients
240Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

15
December 2025 — SALI FUND SERVICES changed its website from saliportal.com to sali.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2025 — SALI FUND SERVICES reported RAUM up 41% ($23.88B -> $33.71B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — SALI FUND SERVICES reported RAUM up 27% ($18.78B -> $23.88B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.