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M37 MANAGEMENT LP

MENLO PARK, CA · CRD 332714 · IAPD ↗ · m37.com · 347-267-1584

$656.4MRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — M37 MANAGEMENT LP crossed $500M in regulatory AUM ($232.6M -> $656.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
80
April 2025 — M37 MANAGEMENT LP (MENLO PARK, CA) is newly SEC-registered with $232.6M 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.