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SITUATIONAL AWARENESS LP

SAN FRANCISCO, CA · CRD 333011 · IAPD ↗ · situationalawarenesslp.com · (415) 530-8524

$9.28BRegulatory AUM
4Advisory reps
8Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
April 2026 — SITUATIONAL AWARENESS LP grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — SITUATIONAL AWARENESS LP crossed $1B in regulatory AUM ($383.0M -> $9.28B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
83
March 2025 — SITUATIONAL AWARENESS LP (SAN FRANCISCO, CA) is newly SEC-registered with $383.0M 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.