← Tributary

FORMENTERA PARTNERS LP

AUSTIN, TX · CRD 311055 · IAPD ↗ · 512-320-9812

$3.29BRegulatory AUM
11Advisory reps
11Employees
0Clients
n/aPlanning clients
15Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

59
April 2026 — FORMENTERA PARTNERS LP reported RAUM up 72% ($1.91B -> $3.29B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
56
April 2024 — FORMENTERA PARTNERS LP reported RAUM up 59% ($1.00B -> $1.60B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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