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LONG PATH PARTNERS, LP

STAMFORD, CT · CRD 299053 · IAPD ↗ · 203-883-1967

$1.73BRegulatory AUM
13Advisory reps
16Employees
0Clients
0Planning clients
10Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — LONG PATH PARTNERS, LP reported RAUM up 30% ($1.34B -> $1.73B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2026 — LONG PATH PARTNERS, LP grew from 10 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
April 2025 — LONG PATH PARTNERS, LP reported RAUM up 31% ($1.02B -> $1.34B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — LONG PATH PARTNERS, LP added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2024 — LONG PATH PARTNERS, LP grew from 8 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — LONG PATH PARTNERS, LP crossed $1B in regulatory AUM ($844.9M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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