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POWER INNOVATION PARTNERS, L.P.

NEW YORK, NY · CRD 312100 · IAPD ↗ · 307-421-6700

$288.7MRegulatory AUM
4Advisory reps
8Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
July 2026 — POWER INNOVATION PARTNERS, L.P. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
38
April 2026 — POWER INNOVATION PARTNERS, L.P. shrank from 7 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
48
April 2026 — POWER INNOVATION PARTNERS, L.P. reported RAUM up 26% ($228.8M -> $288.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
August 2024 — POWER INNOVATION PARTNERS, L.P. (NEW YORK, NY) is newly SEC-registered with $239.3M RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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