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ESTUARY CAPITAL MANAGEMENT LP

WAYZATA, MN · CRD 323379 · IAPD ↗ · 612-895-5515

$853.9MRegulatory AUM
13Advisory reps
13Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

56
April 2026 — ESTUARY CAPITAL MANAGEMENT LP grew from 10 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — ESTUARY CAPITAL MANAGEMENT LP crossed $500M in regulatory AUM ($418.2M -> $865.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
33
July 2024 — ESTUARY CAPITAL MANAGEMENT LP reported RAUM down 27% ($573.0M -> $418.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2024 — ESTUARY CAPITAL MANAGEMENT LP crossed $500M in regulatory AUM ($236.7M -> $573.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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