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WASHINGTON HARBOUR PARTNERS LP

ARLINGTON, VA · CRD 309915 · IAPD ↗ · 202-891-6202

$4.73BRegulatory AUM
8Advisory reps
12Employees
0Clients
n/aPlanning clients
75Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — WASHINGTON HARBOUR PARTNERS LP reported RAUM up 192% ($1.62B -> $4.73B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2025 — WASHINGTON HARBOUR PARTNERS LP grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — WASHINGTON HARBOUR PARTNERS LP crossed $1B in regulatory AUM ($854.9M -> $1.62B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
52
April 2024 — WASHINGTON HARBOUR PARTNERS LP reported RAUM up 46% ($584.0M -> $854.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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