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SRS INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · CRD 157630 · IAPD ↗ · srsfund.com · 212-520-7900

$13.92BRegulatory AUM
18Advisory reps
32Employees
0Clients
n/aPlanning clients
4Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — SRS INVESTMENT MANAGEMENT, LLC reported RAUM up 34% ($10.35B -> $13.92B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
32
April 2024 — SRS INVESTMENT MANAGEMENT, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2024 — SRS INVESTMENT MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
February 2024 — SRS INVESTMENT MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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