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CALIXTO GLOBAL PARTNERS LLC

CORAL GABLES, FL · CRD 171687 · IAPD ↗ · 305-602-3400

$55.8MRegulatory AUM
2Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — CALIXTO GLOBAL PARTNERS LLC (CORAL GABLES, FL) left the SEC roster (was $55.8M RAUM, 2 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
40
February 2026 — CALIXTO GLOBAL PARTNERS LLC filed an Item 4A succession naming CALIXTO GLOBAL INVESTORS, LP (CRD 171687) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
55
February 2026 — CALIXTO GLOBAL INVESTORS, LP is now doing business as CALIXTO GLOBAL PARTNERS LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
95
April 2025 — CALIXTO GLOBAL INVESTORS, LP (CORAL GABLES, FL) is newly SEC-registered with $55.8M RAUM and 2 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
48
March 2025 — CALIXTO GLOBAL INVESTORS, LP (CORAL GABLES, FL) left the SEC roster (was $488.8M RAUM, 5 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
48
April 2024 — CALIXTO GLOBAL INVESTORS, LP reported RAUM up 29% ($378.8M -> $488.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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