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LLR MANAGEMENT HOLDCO, L.P.

PHILADELPHIA, PA · CRD 323438 · IAPD ↗ · 215-717-2900

$7.57BRegulatory AUM
51Advisory reps
116Employees
0Clients
n/aPlanning clients
19Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

67
April 2026 — LLR MANAGEMENT HOLDCO, L.P. grew from 39 to 51 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2025 — LLR MANAGEMENT HOLDCO, L.P. shrank from 55 to 39 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2024 — LLR MANAGEMENT HOLDCO, L.P. reported RAUM up 28% ($4.59B -> $5.88B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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