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DEERPATH CAPITAL MANAGEMENT, LP

FORT LAUDERDALE, FL · CRD 160791 · IAPD ↗ · deerpathcapital.com · 6177030653

$9.03BRegulatory AUM
100Advisory reps
100Employees
0Clients
n/aPlanning clients
20Private funds
4States
1Disclosures
fundSegment
ApprovedSEC status

Filing changes

63
April 2025 — DEERPATH CAPITAL MANAGEMENT, LP grew from 88 to 96 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
35
April 2024 — DEERPATH CAPITAL MANAGEMENT, LP moved its main office from NEW YORK, NY to FORT LAUDERDALE, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
April 2024 — DEERPATH CAPITAL MANAGEMENT, LP reported RAUM up 29% ($5.63B -> $7.24B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2024 — DEERPATH CAPITAL MANAGEMENT, LP grew from 81 to 88 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.