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SZOP MULTISTRAT MANAGEMENT LLC

NEW YORK, NY · CRD 317689 · IAPD ↗ · 646-975-5548

$55.9MRegulatory AUM
4Advisory reps
8Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
April 2026 — SZOP MULTISTRAT MANAGEMENT LLC reported RAUM up 27% ($44.1M -> $55.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
April 2024 — SZOP MULTISTRAT MANAGEMENT LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — SZOP MULTISTRAT MANAGEMENT LLC reported RAUM up 124% ($24.6M -> $55.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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