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TJC LP

NEW YORK, NY · CRD 160313 · IAPD ↗ · 212 572-0800

$30.78BRegulatory AUM
88Advisory reps
96Employees
0Clients
n/aPlanning clients
48Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

66
April 2026 — TJC LP grew from 77 to 88 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
69
April 2025 — TJC LP grew from 63 to 77 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
32
April 2024 — TJC LP notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
April 2024 — TJC LP reported RAUM up 31% ($22.94B -> $30.13B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2024 — TJC LP grew from 53 to 63 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.