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NEBARI PARTNERS, LLC

NEW YORK, NY · CRD 295859 · IAPD ↗ · nebari.com · 212-989-8900

$509.7MRegulatory AUM
11Advisory reps
11Employees
0Clients
n/aPlanning clients
5Private funds
1States
3Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — NEBARI PARTNERS, LLC crossed $500M in regulatory AUM ($387.0M -> $509.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
April 2025 — NEBARI PARTNERS, LLC grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
38
November 2024 — NEBARI 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

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