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DECLARATION PARTNERS LP

NEW YORK, NY · CRD 297786 · IAPD ↗ · podcasters.amazon.com · 212-321-4030

$2.01BRegulatory AUM
19Advisory reps
37Employees
0Clients
n/aPlanning clients
64Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2025 — DECLARATION PARTNERS LP grew from 15 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — DECLARATION PARTNERS LP shrank from 25 to 15 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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