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TRUVVO PARTNERS LLC

NEW YORK, NY · CRD 143108 · IAPD ↗ · lazardassetmanagement.com · 212-488-4700

$3.80BRegulatory AUM
9Advisory reps
23Employees
0Clients
n/aPlanning clients
22Private funds
1States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
February 2024 — TRUVVO PARTNERS LLC (NEW YORK, NY) left the SEC roster (was $3.80B RAUM, 9 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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