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BUTTERFLY EQUITY LP

BEVERLY HILLS, CA · CRD 284667 · IAPD ↗ · bfly.com · 310-409-4994

$7.08BRegulatory AUM
21Advisory reps
36Employees
0Clients
n/aPlanning clients
19Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2025 — BUTTERFLY EQUITY LP reported RAUM up 52% ($4.05B -> $6.14B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
15
April 2024 — BUTTERFLY EQUITY LP changed its website from butterflyequity.com to bfly.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
59
April 2024 — BUTTERFLY EQUITY LP grew from 19 to 23 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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