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DAVENTRY GROUP LP

NEW YORK, NY · CRD 306533 · IAPD ↗ · daventrygroup.com · 646.933.8060

$179.9MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — DAVENTRY GROUP LP reported RAUM down 43% ($313.0M -> $179.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
58
April 2024 — DAVENTRY GROUP LP reported RAUM up 112% ($147.6M -> $312.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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