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PHOENIX MERCHANT PARTNERS, LP

RYE, NY · CRD 324381 · IAPD ↗ · (212) 804-9990

$2.06BRegulatory AUM
12Advisory reps
29Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — PHOENIX MERCHANT PARTNERS, LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2026 — PHOENIX MERCHANT PARTNERS, LP reported RAUM up 28% ($1.61B -> $2.06B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2025 — PHOENIX MERCHANT PARTNERS, LP grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — PHOENIX MERCHANT PARTNERS, LP crossed $1B in regulatory AUM ($997.4M -> $1.61B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
49
August 2024 — PHOENIX MERCHANT PARTNERS, LP reported RAUM up 33% ($751.5M -> $997.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
June 2024 — PHOENIX MERCHANT PARTNERS, LP crossed $500M in regulatory AUM ($251.5M -> $751.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
58
February 2024 — PHOENIX MERCHANT PARTNERS, LP reported RAUM up 150% ($100.0M -> $250.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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