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GOODE PARTNERS LLC

NEW YORK, NY · CRD 161816 · IAPD ↗ · goodepartners.com · 646-722-9406

$317.5MRegulatory AUM
5Advisory reps
7Employees
0Clients
n/aPlanning clients
7Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2025 — GOODE PARTNERS LLC reported RAUM up 39% ($194.9M -> $270.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2024 — GOODE PARTNERS LLC reported RAUM down 30% ($277.7M -> $194.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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