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LAPIS ADVISERS, LP

DENVER, CO · CRD 153710 · IAPD ↗ · lapisadvisers.com · 415-376-6280

$789.5MRegulatory AUM
9Advisory reps
12Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — LAPIS ADVISERS, LP grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — LAPIS ADVISERS, LP crossed $1B in regulatory AUM ($970.2M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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