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ISO-MTS CAPITAL MANAGEMENT LP

GREENWICH, CT · CRD 322648 · IAPD ↗ · iso-mts.com · (203) 742-8100

$1.49BRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

54
April 2026 — ISO-MTS CAPITAL MANAGEMENT LP reported RAUM up 47% ($1.01B -> $1.49B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — ISO-MTS CAPITAL MANAGEMENT LP crossed $1B in regulatory AUM ($831.5M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2024 — ISO-MTS CAPITAL MANAGEMENT LP crossed $500M in regulatory AUM ($182.1M -> $831.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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