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COGENUITY PARTNERS, LLC

SAN FRANCISCO, CA · CRD 332474 · IAPD ↗ · cogenuity.com · 628-204-6610

$693.8MRegulatory AUM
14Advisory reps
16Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2026 — COGENUITY PARTNERS, LLC reported RAUM up 25% ($553.8M -> $693.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2026 — COGENUITY PARTNERS, LLC grew from 10 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
83
August 2025 — COGENUITY PARTNERS, LLC (SAN FRANCISCO, CA) is newly SEC-registered with $553.8M RAUM and 10 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.