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JLP ASSET MANAGEMENT, LLC

NEW YORK, NY · CRD 172421 · IAPD ↗ · jlpasset.com · 212-578-1650

$212.1MRegulatory AUM
5Advisory reps
9Employees
0Clients
n/aPlanning clients
1Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
November 2024 — JLP ASSET MANAGEMENT, LLC (NEW YORK, NY) left the SEC roster (was $212.1M 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
30
May 2024 — JLP ASSET MANAGEMENT, LLC reported RAUM down 48% ($409.9M -> $212.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
May 2024 — JLP ASSET MANAGEMENT, LLC shrank from 9 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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