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ASTATINE INVESTMENT PARTNERS

GREENWICH, CT · CRD 311095 · IAPD ↗ · 230-930-3800

$1.15BRegulatory AUM
20Advisory reps
24Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

59
April 2026 — ASTATINE INVESTMENT PARTNERS grew from 16 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — ASTATINE INVESTMENT PARTNERS crossed $1B in regulatory AUM ($920.3M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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