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A-STREET MANAGEMENT LP

· CRD 336707 · IAPD ↗ · astreet.com · 307-413-4592

$530.0MRegulatory AUM
5Advisory reps
8Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2026 — A-STREET MANAGEMENT LP now reports custody of client assets ($1.06B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
April 2026 — A-STREET MANAGEMENT LP grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2026 — A-STREET MANAGEMENT LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
April 2026 — A-STREET MANAGEMENT LP now reports 3 private fund(s) ($530.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
December 2025 — A-STREET MANAGEMENT LP (location n/a) 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.