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ISLET MANAGEMENT, LP

NEW YORK, NY · CRD 290576 · IAPD ↗ · isletcapital.com · 212-381-1990

$108.8MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2026 — ISLET MANAGEMENT, LP shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — ISLET MANAGEMENT, LP reported RAUM up 211% ($28.8M -> $89.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2024 — ISLET MANAGEMENT, LP reported RAUM down 79% ($138.0M -> $28.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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