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STF MANAGEMENT LP

FRISCO, TX · CRD 173690 · IAPD ↗ · stfm.com · 972-452-6883

$232.4MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
April 2026 — STF MANAGEMENT LP (FRISCO, TX) left the SEC roster (was $232.4M RAUM, 4 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
57
April 2024 — STF MANAGEMENT LP reported RAUM up 61% ($141.4M -> $227.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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