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ARDAN EQUITY PARTNERS, LLC

WEST PALM BEACH, FL · CRD 312470 · IAPD ↗ · 917-304-7294

$441.4MRegulatory AUM
6Advisory reps
6Employees
0Clients
n/aPlanning clients
11Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
June 2026 — ARDAN EQUITY PARTNERS, LLC moved its main office from MIAMI, FL to WEST PALM BEACH, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
38
April 2026 — ARDAN EQUITY PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
57
April 2026 — ARDAN EQUITY PARTNERS, LLC reported RAUM up 74% ($254.0M -> $441.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
54
April 2025 — ARDAN EQUITY PARTNERS, LLC reported RAUM up 59% ($160.3M -> $254.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — ARDAN EQUITY PARTNERS, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
80
August 2024 — ARDAN EQUITY PARTNERS, LLC (MIAMI, FL) is newly SEC-registered with $160.3M RAUM and 3 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.