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GOTHAM GREEN PARTNERS, LLC

SANTA MONICA, CA · CRD 288771 · IAPD ↗ · gothamgreenpartners.com · 212-659-3838

$334.8MRegulatory AUM
5Advisory reps
10Employees
0Clients
n/aPlanning clients
13Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2024 — GOTHAM GREEN PARTNERS, LLC reported RAUM down 28% ($620.0M -> $445.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2024 — GOTHAM GREEN PARTNERS, LLC shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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