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AVIDITY PARTNERS MANAGEMENT LP

DALLAS, TX · CRD 304628 · IAPD ↗ · 214-550-1696

$1.06BRegulatory AUM
7Advisory reps
9Employees
0Clients
n/aPlanning clients
3Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — AVIDITY PARTNERS MANAGEMENT LP notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
December 2025 — AVIDITY PARTNERS MANAGEMENT LP reported RAUM down 57% ($3.05B -> $1.31B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
December 2025 — AVIDITY PARTNERS MANAGEMENT LP shrank from 13 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
35
April 2025 — AVIDITY PARTNERS MANAGEMENT LP reported RAUM down 42% ($5.27B -> $3.05B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
32
April 2024 — AVIDITY PARTNERS MANAGEMENT LP notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
April 2024 — AVIDITY PARTNERS MANAGEMENT LP reported RAUM down 43% ($9.17B -> $5.27B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2024 — AVIDITY PARTNERS MANAGEMENT LP added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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