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FOW PARTNERS, LP

PORTLAND, ME · CRD 329051 · IAPD ↗ · fowpartners.com · (617) 752-1590

$747.3MRegulatory AUM
21Advisory reps
25Employees
0Clients
n/aPlanning clients
5Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

62
April 2026 — FOW PARTNERS, LP grew from 12 to 21 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
38
April 2025 — FOW PARTNERS, LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
May 2024 — FOW PARTNERS, LP now reports custody of client assets ($1.22B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
May 2024 — FOW PARTNERS, LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
May 2024 — FOW PARTNERS, LP now reports 5 private fund(s) ($612.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
63
May 2024 — FOW PARTNERS, LP grew from 2 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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