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ASTATINE INVESTMENT PARTNERS

GREENWICH, CT · CRD 156918 · IAPD ↗ · 203-930-3800

$1.58BRegulatory AUM
20Advisory reps
24Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — ASTATINE INVESTMENT PARTNERS grew from 15 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
35
April 2025 — ASTATINE INVESTMENT PARTNERS reported RAUM down 36% ($2.41B -> $1.54B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
April 2024 — ASTATINE INVESTMENT PARTNERS reported RAUM down 30% ($3.44B -> $2.41B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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