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GALLO PARTNERS LP

· CRD 329774 · IAPD ↗ · gallopartnerslp.com · (862) 208-9533

$179.0MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
2Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — GALLO PARTNERS LP reported RAUM down 33% ($266.2M -> $179.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2025 — GALLO PARTNERS LP added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2025 — GALLO PARTNERS LP reported RAUM up 84% ($144.7M -> $266.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
August 2024 — GALLO PARTNERS LP now reports custody of client assets ($35.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
August 2024 — GALLO PARTNERS LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
August 2024 — GALLO PARTNERS LP now reports 1 private fund(s) ($17.7M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
April 2024 — GALLO PARTNERS LP (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 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.