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TENGRAM CAPITAL PARTNERS

WESTPORT, CT · CRD 166930 · IAPD ↗ · tengramcapital.com · 203-454-6999

$110.7MRegulatory AUM
5Advisory reps
7Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2026 — TENGRAM CAPITAL PARTNERS shrank from 8 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
30
April 2025 — TENGRAM CAPITAL PARTNERS reported RAUM down 56% ($280.4M -> $122.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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