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RELATED FUND MANAGEMENT, LLC

NEW YORK, NY · CRD 156543 · IAPD ↗ · 212-801-1000

$14.02BRegulatory AUM
54Advisory reps
69Employees
0Clients
n/aPlanning clients
40Private funds
4States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

61
April 2025 — RELATED FUND MANAGEMENT, LLC grew from 46 to 52 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
32
April 2024 — RELATED FUND MANAGEMENT, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2024 — RELATED FUND MANAGEMENT, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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