OAKCLIFF PARTNERS LLC
NEW YORK, NY · CRD 162325 · IAPD ↗ · 646-873-8505
$356.3MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status
Filing changes
48
April 2024 — OAKCLIFF PARTNERS LLC reported RAUM up 30% ($201.0M -> $261.2M).
Portfolio / reporting / TAMPCRMFinancial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.