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SCIENCE & TECHNOLOGY PARTNERS, L.P.

GREENWICH, CT · CRD 331267 · IAPD ↗ · sandtpartners.com · 212-306-2600

$425.5MRegulatory AUM
6Advisory reps
9Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
June 2025 — SCIENCE & TECHNOLOGY PARTNERS, L.P. moved its main office from NEW YORK, NY to GREENWICH, CT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
April 2025 — SCIENCE & TECHNOLOGY PARTNERS, L.P. reported RAUM up 37% ($227.3M -> $311.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — SCIENCE & TECHNOLOGY PARTNERS, L.P. grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
October 2024 — SCIENCE & TECHNOLOGY PARTNERS, L.P. now reports custody of client assets ($454.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
52
October 2024 — SCIENCE & TECHNOLOGY PARTNERS, L.P. grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
October 2024 — SCIENCE & TECHNOLOGY PARTNERS, L.P.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
October 2024 — SCIENCE & TECHNOLOGY PARTNERS, L.P. now reports 1 private fund(s) ($227.3M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
June 2024 — SCIENCE & TECHNOLOGY PARTNERS, L.P. (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 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.