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GENERAL ATLANTIC SERVICE COMPANY, L.P.

NEW YORK, NY · CRD 133536 · IAPD ↗ · generalatlantic.com · (212) 715-4000

$125.26BRegulatory AUM
411Advisory reps
881Employees
654Clients
0Planning clients
334Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2026 — GENERAL ATLANTIC SERVICE COMPANY, L.P. grew from 406 to 411 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — GENERAL ATLANTIC SERVICE COMPANY, L.P. added office(s): 13 -> 29 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — GENERAL ATLANTIC SERVICE COMPANY, L.P. grew from 209 to 406 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
November 2024 — GENERAL ATLANTIC SERVICE COMPANY, L.P. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — GENERAL ATLANTIC SERVICE COMPANY, L.P. grew from 180 to 209 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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