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ALLIED INDUSTRIAL PARTNERS

HOUSTON, TX · CRD 322494 · IAPD ↗ · 832-415-9055

$1.33BRegulatory AUM
11Advisory reps
12Employees
9Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2025 — ALLIED INDUSTRIAL PARTNERS grew from 8 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — ALLIED INDUSTRIAL PARTNERS crossed $1B in regulatory AUM ($521.4M -> $1.16B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2024 — ALLIED INDUSTRIAL PARTNERS crossed $500M in regulatory AUM ($319.4M -> $521.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
April 2024 — ALLIED INDUSTRIAL PARTNERS grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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