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MUNAKATA ASSOCIATES LLC

· CRD 287936 · IAPD ↗ · 914-310-9863

$59.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
December 2025 — MUNAKATA ASSOCIATES LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
62
November 2024 — MUNAKATA ASSOCIATES LLC reported RAUM up 39% ($45.9M -> $63.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
November 2024 — MUNAKATA ASSOCIATES LLC now reports custody of client assets ($53.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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