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DURATION ASSET MANAGEMENT, LLC

DALLAS, TX · CRD 298651 · IAPD ↗ · (214) 420-0300

$1.58BRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — DURATION ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($467.3M -> $1.58B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
73
March 2025 — DURATION ASSET MANAGEMENT, LLC reported RAUM up 174% ($170.8M -> $467.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
March 2025 — DURATION ASSET MANAGEMENT, LLC now reports 1 private fund(s) ($319.1M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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