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22V ASSET MANAGEMENT

NEW YORK, NY · CRD 323898 · IAPD ↗ · 22vam.com · 917-224-2277

$293.0MRegulatory AUM
6Advisory reps
11Employees
1Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
August 2025 — 22V ASSET MANAGEMENT reported RAUM down 26% ($483.7M -> $357.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
58
April 2025 — 22V ASSET MANAGEMENT reported RAUM up 86% ($260.1M -> $483.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2024 — 22V ASSET MANAGEMENT reported RAUM up 107% ($125.7M -> $260.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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