← Tributary

EPILOG PARTNERS, LP.

BOSTON, MA · CRD 325368 · IAPD ↗ · 203-263-1454

$181.6MRegulatory AUM
2Advisory reps
3Employees
2Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
May 2026 — EPILOG PARTNERS, LP. shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
80
December 2025 — EPILOG PARTNERS, LP. (BOSTON, MA) is newly SEC-registered with $178.5M RAUM and 4 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.