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CHECKETTS PARTNERS INVESTMENT MANAGEMENT, LLC

· CRD 161204 · IAPD ↗ · 917-846-0764

$169.0MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
3Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
March 2026 — CHECKETTS PARTNERS INVESTMENT MANAGEMENT, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
March 2026 — CHECKETTS PARTNERS INVESTMENT MANAGEMENT, LLC reported RAUM up 38% ($122.1M -> $169.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
July 2025 — CHECKETTS PARTNERS INVESTMENT MANAGEMENT, LLC (NEW YORK, NY) is newly SEC-registered with $122.1M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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