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HALLSTATT ADVISORS L.P.

· CRD 319512 · IAPD ↗ · 212-804-9085

$214.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2026 — HALLSTATT ADVISORS L.P. reported RAUM up 38% ($156.0M -> $214.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2025 — HALLSTATT ADVISORS L.P. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — HALLSTATT ADVISORS L.P. reported RAUM up 132% ($67.3M -> $156.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
January 2025 — HALLSTATT ADVISORS L.P. (NEW YORK, NY) is newly SEC-registered with $67.3M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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