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ENGINEERS GATE MANAGER LP

NEW YORK, NY · CRD 172249 · IAPD ↗ · 646-757-2800

$23.17BRegulatory AUM
168Advisory reps
296Employees
0Clients
n/aPlanning clients
1Private funds
6States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — ENGINEERS GATE MANAGER LP notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2026 — ENGINEERS GATE MANAGER LP added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
59
April 2026 — ENGINEERS GATE MANAGER LP reported RAUM up 71% ($13.57B -> $23.17B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — ENGINEERS GATE MANAGER LP grew from 105 to 168 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
34
April 2025 — ENGINEERS GATE MANAGER LP notice-filed in CT, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
52
April 2025 — ENGINEERS GATE MANAGER LP reported RAUM up 35% ($10.05B -> $13.57B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — ENGINEERS GATE MANAGER LP grew from 65 to 105 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
June 2024 — ENGINEERS GATE MANAGER LP added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
56
June 2024 — ENGINEERS GATE MANAGER LP reported RAUM up 55% ($6.48B -> $10.05B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
June 2024 — ENGINEERS GATE MANAGER LP grew from 60 to 65 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
32
April 2024 — ENGINEERS GATE MANAGER LP notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2024 — ENGINEERS GATE MANAGER LP added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — ENGINEERS GATE MANAGER LP reported RAUM up 51% ($4.30B -> $6.48B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
69
April 2024 — ENGINEERS GATE MANAGER LP grew from 46 to 60 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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