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FELICITAS GLOBAL PARTNERS, LLC

PASADENA, CA · CRD 292411 · IAPD ↗ · 310.461.8990

$804.4MRegulatory AUM
9Advisory reps
15Employees
0Clients
0Planning clients
12Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

68
April 2024 — FELICITAS GLOBAL PARTNERS, LLC now reports custody of client assets ($694.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2024 — FELICITAS GLOBAL PARTNERS, LLC grew from 8 to 10 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.