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LOCK 8 PARTNERS

NEW YORK, NY · CRD 319731 · IAPD ↗ · lock8partners.com · 202-460-4860

$414.7MRegulatory AUM
7Advisory reps
9Employees
0Clients
n/aPlanning clients
4Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2026 — LOCK 8 PARTNERS reported RAUM up 111% ($196.4M -> $414.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
July 2025 — LOCK 8 PARTNERS (NEW YORK, NY) is newly SEC-registered with $196.4M RAUM and 7 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.