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THACKERAY PARTNERS

DALLAS, TX · CRD 166351 · IAPD ↗ · thackeraypartners.com · 214-360-7830

$488.7MRegulatory AUM
11Advisory reps
11Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
January 2026 — THACKERAY PARTNERS shrank from 21 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
January 2026 — THACKERAY PARTNERS crossed $500M in regulatory AUM ($309.4M -> $555.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
33
April 2025 — THACKERAY PARTNERS reported RAUM down 25% ($413.2M -> $309.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2024 — THACKERAY PARTNERS added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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