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FELIS ADVANTAGE, LP

BOSTON, MA · CRD 335282 · IAPD ↗ · (617) 702-7450

$150.0MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
March 2026 — FELIS ADVANTAGE, LP now reports custody of client assets ($50.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
March 2026 — FELIS ADVANTAGE, LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
March 2026 — FELIS ADVANTAGE, LP now reports 1 private fund(s) ($50.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
January 2026 — FELIS ADVANTAGE, LP (BOSTON, MA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 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.