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TALLVINE PARTNERS MANAGEMENT LP

CORAL GABLES, FL · CRD 330629 · IAPD ↗ · tallvinepartners.com · 786-475-3890

$1.42BRegulatory AUM
12Advisory reps
16Employees
0Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

61
April 2026 — TALLVINE PARTNERS MANAGEMENT LP grew from 6 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — TALLVINE PARTNERS MANAGEMENT LP crossed $1B in regulatory AUM ($469.6M -> $1.42B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2025 — TALLVINE PARTNERS MANAGEMENT LP grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2025 — TALLVINE PARTNERS MANAGEMENT LP reported RAUM up 88% ($250.0M -> $469.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — TALLVINE PARTNERS MANAGEMENT LP now reports 3 private fund(s) ($469.6M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
63
September 2024 — TALLVINE PARTNERS MANAGEMENT LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
May 2024 — TALLVINE PARTNERS MANAGEMENT LP (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 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.