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CORAL TREE MANAGEMENT, LP

· CRD 313118 · IAPD ↗ · 424-268-9990

$560.1MRegulatory AUM
6Advisory reps
9Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2025 — CORAL TREE MANAGEMENT, LP crossed $500M in regulatory AUM ($494.3M -> $509.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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