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GENERAL EQUITY HOLDINGS LP

BROOKLYN, NY · CRD 287823 · IAPD ↗ · 646-813-9212

$310.4MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2025 — GENERAL EQUITY HOLDINGS LP reported RAUM up 94% ($160.9M -> $311.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
April 2024 — GENERAL EQUITY HOLDINGS LP reported RAUM up 44% ($111.8M -> $160.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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