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AG DILLON ASSET MANAGEMENT LP

NEW YORK, NY · CRD 328384 · IAPD ↗ · agdillon.com · +1 347 642 2640

$262.0MRegulatory AUM
1Advisory reps
1Employees
28Clients
n/aPlanning clients
27Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

98
June 2026 — AG DILLON ASSET MANAGEMENT LP (NEW YORK, NY) is newly SEC-registered with $262.0M RAUM and 1 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.