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INTERVAL PARTNERS, L.P.

NEW YORK, NY · CRD 164424 · IAPD ↗ · 646-412-6800

$9.39BRegulatory AUM
27Advisory reps
56Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2025 — INTERVAL PARTNERS, L.P. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
56
April 2025 — INTERVAL PARTNERS, L.P. reported RAUM up 57% ($5.35B -> $8.42B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
54
April 2024 — INTERVAL PARTNERS, L.P. reported RAUM up 47% ($3.64B -> $5.35B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
April 2024 — INTERVAL PARTNERS, L.P. grew from 17 to 21 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.