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CONTINUIM EQUITY PARTNERS, LP

PITTSBURGH, PA · CRD 328788 · IAPD ↗ · continuim.com · 412-586-7651

$560.4MRegulatory AUM
17Advisory reps
22Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — CONTINUIM EQUITY PARTNERS, LP crossed $500M in regulatory AUM ($348.8M -> $560.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
57
April 2026 — CONTINUIM EQUITY PARTNERS, LP grew from 13 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2025 — CONTINUIM EQUITY PARTNERS, LP reported RAUM up 108% ($167.3M -> $348.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
September 2024 — CONTINUIM EQUITY PARTNERS, LP (PITTSBURGH, PA) is newly SEC-registered with $167.3M RAUM and 13 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.