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AUA PRIVATE EQUITY PARTNERS, LLC

WEST PALM BEACH, FL · CRD 170597 · IAPD ↗ · auaequity.com · 561-851-9500

$841.8MRegulatory AUM
10Advisory reps
11Employees
0Clients
n/aPlanning clients
13Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2025 — AUA PRIVATE EQUITY PARTNERS, LLC reported RAUM up 60% ($552.5M -> $884.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2024 — AUA PRIVATE EQUITY PARTNERS, LLC now reports custody of client assets ($1.10B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
April 2024 — AUA PRIVATE EQUITY PARTNERS, LLC crossed $500M in regulatory AUM ($311.6M -> $552.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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