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CAVU CONSUMER PARTNERS, LLC

NEW YORK, NY · CRD 281535 · IAPD ↗ · 212-716-2673

$1.53BRegulatory AUM
8Advisory reps
20Employees
0Clients
n/aPlanning clients
16Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2025 — CAVU CONSUMER PARTNERS, LLC reported RAUM up 34% ($1.26B -> $1.69B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — CAVU CONSUMER PARTNERS, LLC crossed $1B in regulatory AUM ($960.9M -> $1.26B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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