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ISHARA INVESTMENTS LP

LOS ANGELES, CA · CRD 331869 · IAPD ↗ · isharainvestments.com · (818) 983-4448

$259.1MRegulatory AUM
5Advisory reps
6Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

56
April 2026 — ISHARA INVESTMENTS LP grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2026 — ISHARA INVESTMENTS LP reported RAUM up 157% ($101.0M -> $259.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — ISHARA INVESTMENTS LP reported RAUM up 261% ($28.0M -> $101.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — ISHARA INVESTMENTS LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
April 2025 — ISHARA INVESTMENTS LP now reports 1 private fund(s) ($7.7M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
February 2025 — ISHARA INVESTMENTS LP (location n/a) is newly SEC-registered (provisional 120-day approval) with $28.0M RAUM and 2 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.