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INTERLOCK EQUITY LP

LOS ANGELES, CA · CRD 315618 · IAPD ↗ · interlockequity.com · 310-598-1848

$486.4MRegulatory AUM
12Advisory reps
14Employees
0Clients
0Planning clients
3Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2025 — INTERLOCK EQUITY LP grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
April 2024 — INTERLOCK EQUITY LP reported RAUM up 33% ($311.2M -> $414.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — INTERLOCK EQUITY 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.