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FIVESPAN PARTNERS, LP

SAN FRANCISCO, CA · CRD 332551 · IAPD ↗ · (415) 318-7900

$1.00BRegulatory AUM
5Advisory reps
9Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — FIVESPAN PARTNERS, LP crossed $1B in regulatory AUM ($628.7M -> $1.00B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2025 — FIVESPAN PARTNERS, LP crossed $500M in regulatory AUM ($489.6M -> $628.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
58
February 2025 — FIVESPAN PARTNERS, LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
80
October 2024 — FIVESPAN PARTNERS, LP (SAN FRANCISCO, CA) 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.