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PFINGSTEN PARTNERS, L.L.C.

CHICAGO, IL · CRD 156493 · IAPD ↗ · 312-222-8707

$787.0MRegulatory AUM
19Advisory reps
20Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2024 — PFINGSTEN PARTNERS, L.L.C. crossed $1B in regulatory AUM ($774.7M -> $1.08B).
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.