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RLJ EQUITY PARTNERS, LLC

BETHESDA, MD · CRD 162006 · IAPD ↗ · rljequitypartners.com · 240-744-7856

$109.1MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
2Private funds
1States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — RLJ EQUITY PARTNERS, LLC reported RAUM down 27% ($155.1M -> $113.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
April 2026 — RLJ EQUITY PARTNERS, LLC shrank from 6 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
30
April 2025 — RLJ EQUITY PARTNERS, LLC reported RAUM down 33% ($230.3M -> $155.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
April 2025 — RLJ EQUITY PARTNERS, LLC shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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