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METROPOLITAN PARTNERS GROUP MANAGEMENT, LLC

NEW YORK, NY · CRD 289048 · IAPD ↗ · 212-561-1250

$1.79BRegulatory AUM
20Advisory reps
51Employees
0Clients
n/aPlanning clients
15Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2024 — METROPOLITAN PARTNERS GROUP MANAGEMENT, LLC shrank from 25 to 19 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — METROPOLITAN PARTNERS GROUP MANAGEMENT, LLC now reports custody of client assets ($1.32B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2024 — METROPOLITAN PARTNERS GROUP MANAGEMENT, LLC crossed $1B in regulatory AUM ($956.3M -> $1.45B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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