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CCS PARTNERS LLC

NEW YORK, NY · CRD 329876 · IAPD ↗ · ccs-partners.com · 212 224-9400

$1.49BRegulatory AUM
7Advisory reps
9Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — CCS PARTNERS LLC crossed $1B in regulatory AUM ($409.2M -> $1.64B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
58
April 2025 — CCS PARTNERS LLC reported RAUM up 286% ($105.9M -> $409.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
October 2024 — CCS PARTNERS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
40
September 2024 — CCS CREDIT SOLUTIONS LLC is now doing business as CCS PARTNERS LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
50
September 2024 — CCS PARTNERS LLC now reports custody of client assets ($211.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
September 2024 — CCS PARTNERS LLC now reports 1 private fund(s) ($105.9M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
June 2024 — CCS CREDIT SOLUTIONS LLC (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.