← Tributary

FACTORIAL PARTNERS, LLC

MT. KISCO, NY · CRD 169879 · IAPD ↗ · factorialpartnerslp.com · 914-666-6830

$156.7MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
July 2026 — FACTORIAL PARTNERS, LLC (MT. KISCO, NY) left the SEC roster (was $156.7M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
80
July 2024 — FACTORIAL PARTNERS, LLC (MT. KISCO, NY) is newly SEC-registered with $177.9M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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