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SERENGETI ASSET MANAGEMENT LP

WEST PALM BEACH, FL · CRD 156366 · IAPD ↗ · 212-672-2220

$1.48BRegulatory AUM
10Advisory reps
29Employees
0Clients
n/aPlanning clients
20Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — SERENGETI ASSET MANAGEMENT LP reported RAUM up 30% ($1.13B -> $1.48B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2025 — SERENGETI ASSET MANAGEMENT LP grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
32
February 2025 — SERENGETI ASSET MANAGEMENT LP notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
February 2025 — SERENGETI ASSET MANAGEMENT LP moved its main office from NEW YORK, NY to WEST PALM BEACH, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
February 2025 — SERENGETI ASSET MANAGEMENT LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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