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TOTEM MACRO ASSET MANAGEMENT LP

NEW YORK, NY · CRD 328044 · IAPD ↗ · 917-620-0814

$166.6MRegulatory AUM
4Advisory reps
7Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2025 — TOTEM MACRO ASSET MANAGEMENT LP reported RAUM up 375% ($29.9M -> $142.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — TOTEM MACRO ASSET MANAGEMENT LP now reports custody of client assets ($59.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
April 2024 — TOTEM MACRO ASSET MANAGEMENT LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
April 2024 — TOTEM MACRO ASSET MANAGEMENT LP now reports 1 private fund(s) ($29.9M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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