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MARKETS INFRASTRUCTURE PARTNERS

NEW YORK, NY · CRD 335487 · IAPD ↗ · marketsinfrastructure.com · (646) 464-0315

$1.11BRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
June 2026 — MARKETS INFRASTRUCTURE PARTNERS now reports custody of client assets ($80.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
60
June 2026 — MARKETS INFRASTRUCTURE PARTNERS now reports 1 private fund(s) ($40.4M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
70
June 2026 — MARKETS INFRASTRUCTURE PARTNERS crossed $1B in regulatory AUM ($535.0M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
May 2025 — MARKETS INFRASTRUCTURE PARTNERS (NEW YORK, NY) 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.