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ITE MANAGEMENT L.P.

NEW YORK, NY · CRD 277037 · IAPD ↗ · (212) 220-5802

$7.56BRegulatory AUM
32Advisory reps
85Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2025 — ITE MANAGEMENT L.P. reported RAUM up 32% ($4.57B -> $6.04B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2025 — ITE MANAGEMENT L.P. grew from 24 to 33 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2024 — ITE MANAGEMENT L.P. reported RAUM up 29% ($3.53B -> $4.57B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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