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CARR'S HILL PARTNERS

NEW ORLEANS, LA · CRD 305205 · IAPD ↗ · 504-332-0901

$492.7MRegulatory AUM
8Advisory reps
10Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — CARR'S HILL PARTNERS crossed $500M in regulatory AUM ($335.2M -> $502.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
April 2026 — CARR'S HILL PARTNERS grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2025 — CARR'S HILL PARTNERS now reports custody of client assets ($670.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
April 2025 — CARR'S HILL PARTNERS reported RAUM up 89% ($177.1M -> $335.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
July 2024 — CARR'S HILL PARTNERS (NEW ORLEANS, LA) is newly SEC-registered with $177.1M RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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