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THAYER PARTNERS LLC

· CRD 290734 · IAPD ↗ · 617-275-5430

$685.7MRegulatory AUM
7Advisory reps
11Employees
0Clients
0Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — THAYER PARTNERS LLC crossed $500M in regulatory AUM ($401.3M -> $685.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
June 2025 — THAYER PARTNERS LLC notice-filed in CO, IL, IN, MD, NC, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — THAYER PARTNERS LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — THAYER PARTNERS LLC reported RAUM up 36% ($294.8M -> $401.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
April 2025 — THAYER PARTNERS LLC grew from 4 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
43
April 2024 — THAYER PARTNERS LLC filed an Item 4A succession naming THAYER PARTNERS LLC (CRD 290734) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
48
March 2024 — THAYER PARTNERS LLC reported RAUM down 26% ($400.3M -> $294.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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