← Tributary

ANCIENT MANAGEMENT LP D/B/A ANCIENT

NEW YORK, NY · CRD 324806 · IAPD ↗ · ancientlp.com · 212-813-1610

$838.6MRegulatory AUM
5Advisory reps
11Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

54
October 2026 — ANCIENT MANAGEMENT LP D/B/A ANCIENT reported RAUM up 58% ($531.5M -> $838.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
October 2026 — ANCIENT MANAGEMENT LP D/B/A ANCIENT now reports 1 private fund(s) ($187.4M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
60
April 2026 — ANCIENT MANAGEMENT LP D/B/A ANCIENT crossed $500M in regulatory AUM ($448.3M -> $531.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
60
April 2026 — ANCIENT MANAGEMENT LP D/B/A ANCIENT grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
43
April 2025 — ANCIENT MANAGEMENT LP D/B/A ANCIENT shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
43
April 2024 — ANCIENT MANAGEMENT LP D/B/A ANCIENT shrank from 8 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
56
April 2024 — ANCIENT MANAGEMENT LP D/B/A ANCIENT reported RAUM up 45% ($250.0M -> $361.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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