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ASANA PARTNERS, LP

CHARLOTTE, NC · CRD 284477 · IAPD ↗ · 704-423-1660

$8.35BRegulatory AUM
61Advisory reps
125Employees
0Clients
n/aPlanning clients
9Private funds
4States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — ASANA PARTNERS, LP now reports custody of client assets ($8.35B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
40
April 2025 — ASANA PARTNERS, LP added office(s): 4 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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