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CONCINNITY ADVISORS, LP

· CRD 161473 · IAPD ↗ · concinnityadvisors.com · 914-591-0117

$203.3MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
December 2024 — CONCINNITY ADVISORS, LP (location n/a) left the SEC roster (was $203.3M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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