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BOUNDARY CREEK ADVISORS LP

· CRD 300768 · IAPD ↗ · boundarycreek.com · 212-503-6251

$49.8MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — BOUNDARY CREEK ADVISORS LP reported RAUM down 83% ($296.3M -> $49.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
33
December 2025 — BOUNDARY CREEK ADVISORS LP reported RAUM down 83% ($1.76B -> $296.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
December 2025 — BOUNDARY CREEK ADVISORS LP shrank from 7 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
35
April 2025 — BOUNDARY CREEK ADVISORS LP reported RAUM down 55% ($3.90B -> $1.76B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2025 — BOUNDARY CREEK ADVISORS LP shrank from 11 to 7 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.