CROW'S NEST HOLDINGS LP
RICHMOND, VA · CRD 316652 · IAPD ↗ · (917) 596-6689
$636.6MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status
Filing changes
53
April 2024 — CROW'S NEST HOLDINGS LP reported RAUM up 51% ($505.7M -> $765.9M).
Portfolio / reporting / TAMPCRMFinancial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.