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AUTILUS PARTNERS LLC

SANTA MONICA, CA · CRD 322882 · IAPD ↗ · 1-310-759-8160

$413.8MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
August 2026 — AUTILUS PARTNERS LLC reported RAUM up 310% ($101.0M -> $413.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
August 2026 — AUTILUS PARTNERS LLC now reports 5 private fund(s) ($403.3M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
60
January 2026 — AUTILUS PARTNERS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
August 2025 — AUTILUS PARTNERS LLC (SANTA MONICA, CA) is newly SEC-registered with $0 RAUM and 2 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.