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GTIS PARTNERS

NEW YORK, NY · CRD 156798 · IAPD ↗ · gtispartners.com · 212-220-5200

$2.19BRegulatory AUM
82Advisory reps
92Employees
2Clients
n/aPlanning clients
25Private funds
6States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — GTIS PARTNERS shrank from 88 to 82 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
62
April 2024 — GTIS PARTNERS grew from 85 to 92 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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