← Tributary

AEA ENTERPRISE PARTNERS MANAGEMENT LP

NEW YORK, NY · CRD 132753 · IAPD ↗ · aeainvestors.com · 212-644-5900

$3.48BRegulatory AUM
112Advisory reps
157Employees
0Clients
0Planning clients
5Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
July 2026 — AEA INVESTORS SBF LP is now doing business as AEA ENTERPRISE PARTNERS MANAGEMENT LP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
32
April 2026 — AEA INVESTORS SBF LP notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2026 — AEA INVESTORS SBF LP shrank from 120 to 112 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2026 — AEA INVESTORS SBF LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2025 — AEA INVESTORS SBF LP grew from 115 to 120 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2024 — AEA INVESTORS SBF LP reported RAUM up 90% ($1.86B -> $3.54B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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