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ARCTOS PARTNERS

DALLAS, TX · CRD 307116 · IAPD ↗ · 972-918-3800

$18.22BRegulatory AUM
70Advisory reps
77Employees
0Clients
n/aPlanning clients
55Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
July 2026 — ARCTOS PARTNERS (DALLAS, TX) left the SEC roster (was $18.22B RAUM, 70 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
32
April 2026 — ARCTOS PARTNERS notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2026 — ARCTOS PARTNERS added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2026 — ARCTOS PARTNERS reported RAUM up 29% ($14.11B -> $18.22B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2026 — ARCTOS PARTNERS grew from 60 to 70 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2025 — ARCTOS PARTNERS reported RAUM up 44% ($9.83B -> $14.11B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — ARCTOS PARTNERS grew from 45 to 60 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — ARCTOS PARTNERS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
54
April 2024 — ARCTOS PARTNERS reported RAUM up 48% ($6.64B -> $9.83B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
69
April 2024 — ARCTOS PARTNERS grew from 31 to 45 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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