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CONVERSANT CAPITAL LLC

SUMMIT, NJ · CRD 308201 · IAPD ↗ · conversantcap.com · 908-466-5010

$3.12BRegulatory AUM
9Advisory reps
19Employees
0Clients
n/aPlanning clients
21Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
April 2026 — CONVERSANT CAPITAL LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
52
April 2025 — CONVERSANT CAPITAL LLC reported RAUM up 35% ($1.93B -> $2.60B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2024 — CONVERSANT CAPITAL LLC grew from 5 to 7 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.