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MACHINE INVESTMENT GROUP, LP

NEW YORK, NY · CRD 315219 · IAPD ↗ · machineinv.com · 917-970-0313

$623.7MRegulatory AUM
11Advisory reps
13Employees
0Clients
n/aPlanning clients
10Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — MACHINE INVESTMENT GROUP, LP crossed $500M in regulatory AUM ($455.3M -> $623.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
30
April 2025 — MACHINE INVESTMENT GROUP, LP notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
April 2025 — MACHINE INVESTMENT GROUP, LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
April 2025 — MACHINE INVESTMENT GROUP, LP reported RAUM up 28% ($356.7M -> $455.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — MACHINE INVESTMENT GROUP, LP grew from 7 to 9 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.