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SOAPSTONE MANAGEMENT L.P.

BETHESDA, MD · CRD 162936 · IAPD ↗ · soapstonecapital.com · 212-319-1438

$610.1MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2025 — SOAPSTONE MANAGEMENT L.P. grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — SOAPSTONE MANAGEMENT L.P. crossed $500M in regulatory AUM ($487.4M -> $534.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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