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TRANSITION EQUITY PARTNERS, LLC

CHICAGO, IL · CRD 324358 · IAPD ↗ · 773-805-2463

$501.8MRegulatory AUM
8Advisory reps
10Employees
0Clients
n/aPlanning clients
8Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

83
August 2026 — TRANSITION EQUITY PARTNERS, LLC (CHICAGO, IL) is newly SEC-registered with $501.8M RAUM and 8 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.