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3I CORPORATION

NEW YORK, NY · CRD 159892 · IAPD ↗ · 3i.com · 1 212 848 1400

$2.70BRegulatory AUM
26Advisory reps
27Employees
0Clients
n/aPlanning clients
8Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

59
July 2025 — 3I CORPORATION grew from 19 to 23 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
52
July 2024 — 3I CORPORATION reported RAUM up 39% ($1.86B -> $2.58B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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