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CALIGAN PARTNERS

NEW YORK, NY · CRD 289887 · IAPD ↗ · caliganpartners.com · 646-859-8204

$1.30BRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — CALIGAN PARTNERS shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
85
April 2026 — CALIGAN PARTNERS crossed $1B in regulatory AUM ($419.0M -> $1.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
April 2025 — CALIGAN PARTNERS grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
April 2024 — CALIGAN PARTNERS reported RAUM up 149% ($139.8M -> $347.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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