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TEMERITY STRATEGIC PARTNERS

CHICAGO, IL · CRD 333815 · IAPD ↗ · temeritystrategic.com · 312-971-9855

$304.7MRegulatory AUM
8Advisory reps
10Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

56
April 2026 — TEMERITY STRATEGIC PARTNERS reported RAUM up 69% ($180.0M -> $304.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
May 2025 — TEMERITY STRATEGIC PARTNERS (CHICAGO, IL) is newly SEC-registered with $180.0M RAUM and 8 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.