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APPIAN WAY ASSET MANAGEMENT LP

NEW YORK, NY · CRD 306399 · IAPD ↗ · appianasset.com · 212-931-1173

$795.2MRegulatory AUM
7Advisory reps
9Employees
2Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
January 2026 — APPIAN WAY ASSET MANAGEMENT LP (NEW YORK, NY) left the SEC roster (was $795.2M RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
38
April 2024 — APPIAN WAY ASSET MANAGEMENT LP shrank from 8 to 6 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.