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TRI LOCUM PARTNERS LP

NEW YORK, NY · CRD 309678 · IAPD ↗ · 332-232-7373

$1.09BRegulatory AUM
6Advisory reps
8Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — TRI LOCUM PARTNERS LP crossed $1B in regulatory AUM ($752.9M -> $1.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2025 — TRI LOCUM PARTNERS LP crossed $500M in regulatory AUM ($357.5M -> $752.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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