← Tributary

EMBASSY ASSET MANAGEMENT LP

SHORT HILLS, NJ · CRD 314768 · IAPD ↗ · embassyfunds.com · 862.278.2113

$774.0MRegulatory AUM
4Advisory reps
11Employees
0Clients
n/aPlanning clients
2Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — EMBASSY ASSET MANAGEMENT LP crossed $500M in regulatory AUM ($426.7M -> $774.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
April 2026 — EMBASSY ASSET MANAGEMENT LP grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
December 2025 — EMBASSY ASSET MANAGEMENT LP notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — EMBASSY ASSET MANAGEMENT LP reported RAUM up 63% ($261.6M -> $426.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
July 2024 — EMBASSY ASSET MANAGEMENT LP now reports custody of client assets.
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
57
July 2024 — EMBASSY ASSET MANAGEMENT LP reported RAUM up 75% ($149.8M -> $261.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
July 2024 — EMBASSY ASSET MANAGEMENT LP now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
52
April 2024 — EMBASSY ASSET MANAGEMENT LP reported RAUM up 37% ($109.3M -> $149.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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