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1988 ASSET MANAGEMENT, LLC

NEW YORK, NY · CRD 319422 · IAPD ↗ · muzinich.com · 212-888-3413

$2.70BRegulatory AUM
37Advisory reps
67Employees
0Clients
n/aPlanning clients
14Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2025 — 1988 ASSET MANAGEMENT, LLC reported RAUM up 88% ($1.23B -> $2.31B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — 1988 ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($443.8M -> $1.23B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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