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FUNDAMENTAL ADVISORS LP

NEW YORK, NY · CRD 157899 · IAPD ↗ · fundamental.com · 212-205-5000

$4.09BRegulatory AUM
27Advisory reps
44Employees
0Clients
n/aPlanning clients
7Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2025 — FUNDAMENTAL ADVISORS LP notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — FUNDAMENTAL ADVISORS LP grew from 23 to 28 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.