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METIS GLOBAL PARTNERS, LLC

SAN DIEGO, CA · CRD 167276 · IAPD ↗ · metisgp.com · 858-436-3030

$5.67BRegulatory AUM
5Advisory reps
11Employees
0Clients
n/aPlanning clients
13Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2025 — METIS GLOBAL PARTNERS, LLC reported RAUM up 35% ($3.50B -> $4.72B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2024 — METIS GLOBAL PARTNERS, LLC reported RAUM up 67% ($2.09B -> $3.50B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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