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THEMATIC INVESTMENTS, LLC

OVERLAND PARK, KS · CRD 315752 · IAPD ↗ · 816-588-1144

$8.7MRegulatory AUM
1Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
February 2024 — THEMATIC INVESTMENTS, LLC (OVERLAND PARK, KS) left the SEC roster (was $8.7M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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