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GENERAL PARTNER, INC.

· CRD 302070 · IAPD ↗ · generalpartnerinc.com · 412-302-8641

$318.4MRegulatory AUM
1Advisory reps
1Employees
4Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
February 2025 — GENERAL PARTNER, INC. reported RAUM up 29% ($222.9M -> $288.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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