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RICHBROOK ADVISORS, LP

NEW YORK, NY · CRD 316848 · IAPD ↗ · 646-833-1020

$1.65BRegulatory AUM
6Advisory reps
8Employees
0Clients
0Planning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
April 2026 — RICHBROOK ADVISORS, LP reported RAUM up 63% ($1.02B -> $1.65B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — RICHBROOK ADVISORS, LP crossed $1B in regulatory AUM ($815.2M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
50
April 2024 — RICHBROOK ADVISORS, LP reported RAUM up 38% ($592.3M -> $815.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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