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JLL PARTNERS, LLC

NEW YORK, NY · CRD 285186 · IAPD ↗ · jllpartners.com · 212-286-8600

$7.40BRegulatory AUM
36Advisory reps
36Employees
0Clients
n/aPlanning clients
42Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
April 2026 — JLL PARTNERS LLC is now doing business as JLL PARTNERS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
52
April 2026 — JLL PARTNERS, LLC reported RAUM up 37% ($5.39B -> $7.40B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2026 — JLL PARTNERS, LLC now reports custody of client assets ($5.30B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2026 — JLL PARTNERS, LLC grew from 20 to 36 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.