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EQT PARTNERS INC.

NEW YORK, NY · CRD 160179 · IAPD ↗ · 917 281 0850

$39.20BRegulatory AUM
97Advisory reps
192Employees
1Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

72
April 2026 — EQT PARTNERS INC. grew from 85 to 97 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2025 — EQT PARTNERS INC. shrank from 93 to 85 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — EQT PARTNERS INC. reported RAUM up 29% ($26.05B -> $33.59B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2024 — EQT PARTNERS INC. reported RAUM up 36% ($19.21B -> $26.05B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2024 — EQT PARTNERS INC. grew from 63 to 93 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.