140 SUMMER PARTNERS LP
NEW YORK, NY · CRD 308929 · IAPD ↗ · 212-804-9760
$3.87BRegulatory AUM
10Advisory reps
14Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status
Filing changes
52
April 2026 — 140 SUMMER PARTNERS LP reported RAUM up 38% ($2.80B -> $3.87B).
Portfolio / reporting / TAMPCRMFinancial planning software
51
April 2025 — 140 SUMMER PARTNERS LP reported RAUM up 33% ($2.11B -> $2.80B).
Portfolio / reporting / TAMPCRMFinancial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.