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INTEGRUM HOLDINGS LP

NEW YORK, NY · CRD 314678 · IAPD ↗ · integrum.us · 212-970-2500

$5.49BRegulatory AUM
16Advisory reps
25Employees
0Clients
n/aPlanning clients
12Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — INTEGRUM HOLDINGS LP reported RAUM up 114% ($2.55B -> $5.48B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2026 — INTEGRUM HOLDINGS LP grew from 11 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
54
April 2025 — INTEGRUM HOLDINGS LP reported RAUM up 46% ($1.75B -> $2.55B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
April 2024 — INTEGRUM HOLDINGS LP reported RAUM up 35% ($1.30B -> $1.75B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2024 — INTEGRUM HOLDINGS LP grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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