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GRAYCLIFF PARTNERS LP

NEW YORK, NY · CRD 157221 · IAPD ↗ · graycliffpartners.com · 212-300-2910

$1.98BRegulatory AUM
29Advisory reps
30Employees
0Clients
0Planning clients
15Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2025 — GRAYCLIFF PARTNERS LP added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2025 — GRAYCLIFF PARTNERS LP grew from 24 to 29 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
54
April 2024 — GRAYCLIFF PARTNERS LP reported RAUM up 49% ($1.63B -> $2.43B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
April 2024 — GRAYCLIFF PARTNERS LP grew from 20 to 24 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.