← Tributary

COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP

NEW YORK, NY · CRD 285361 · IAPD ↗ · cp-im.com · 212-603-9860

$428.4MRegulatory AUM
6Advisory reps
6Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
49
April 2026 — COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP reported RAUM up 31% ($326.6M -> $428.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
38
April 2025 — COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
54
April 2025 — COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP reported RAUM up 58% ($206.4M -> $326.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
46
April 2024 — COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP reported RAUM up 32% ($156.8M -> $206.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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