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TOURMALET ADVISORS, LP

FAIRFIELD, CT · CRD 336207 · IAPD ↗ · 203-256-0114

$441.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
4Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — TOURMALET ADVISORS, LP reported RAUM up 65% ($267.9M -> $441.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
February 2026 — TOURMALET ADVISORS, LP now reports custody of client assets ($267.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
February 2026 — TOURMALET ADVISORS, LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
February 2026 — TOURMALET ADVISORS, LP now reports 3 private fund(s) ($227.9M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
December 2025 — TOURMALET ADVISORS, LP (FAIRFIELD, CT) is newly SEC-registered (provisional 120-day approval) with $0 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.