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RP MANAGEMENT, LLC

NEW YORK, NY · CRD 161569 · IAPD ↗ · 212-883-0200

$2.14BRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

56
April 2026 — RP MANAGEMENT, LLC reported RAUM up 58% ($1.36B -> $2.14B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
July 2025 — RP MANAGEMENT, LLC reported RAUM down 93% ($18.34B -> $1.36B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
July 2025 — RP MANAGEMENT, LLC shrank from 44 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
32
April 2024 — RP MANAGEMENT, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2024 — RP MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2024 — RP MANAGEMENT, LLC grew from 31 to 43 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.