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LMR PARTNERS LLC

NEW YORK, NY · CRD 292183 · IAPD ↗ · lmrpartners.com · 646-891-5701

$140.11BRegulatory AUM
66Advisory reps
106Employees
0Clients
n/aPlanning clients
4Private funds
4States
4Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
September 2026 — LMR PARTNERS LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
September 2026 — LMR PARTNERS LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
June 2026 — LMR PARTNERS LLC's Item 11 disclosure-reporting entries rose by 1 (3 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
60
April 2026 — LMR PARTNERS LLC reported RAUM up 81% ($77.25B -> $140.11B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — LMR PARTNERS LLC grew from 42 to 66 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
32
March 2026 — LMR PARTNERS LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
March 2026 — LMR PARTNERS LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
32
February 2026 — LMR PARTNERS LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
February 2026 — LMR PARTNERS LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
35
June 2025 — LMR PARTNERS LLC reported RAUM down 48% ($147.55B -> $77.25B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
November 2024 — LMR PARTNERS LLC's Item 11 disclosure-reporting entries rose by 3 (0 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
40
June 2024 — LMR PARTNERS LLC added office(s): 1 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
March 2024 — LMR PARTNERS LLC reported RAUM up 1277% ($10.79B -> $148.50B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2024 — LMR PARTNERS LLC grew from 26 to 43 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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