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PDT PARTNERS, LLC

NEW YORK, NY · CRD 163776 · IAPD ↗ · pdtpartners.com · (212) 621-0400

$19.18BRegulatory AUM
96Advisory reps
285Employees
0Clients
n/aPlanning clients
4Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2026 — PDT PARTNERS, LLC reported RAUM up 37% ($14.02B -> $19.18B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2025 — PDT PARTNERS, LLC reported RAUM up 29% ($10.84B -> $14.02B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2025 — PDT PARTNERS, LLC grew from 85 to 92 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.