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NEW HOLLAND TRADING LLC

NEW YORK, NY · CRD 337695 · IAPD ↗ · 212-600-9200

$550.0MRegulatory AUM
8Advisory reps
16Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

48
July 2026 — PLUM ISLAND PARTNERS LLC is now doing business as NEW HOLLAND TRADING LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
60
April 2026 — PLUM ISLAND PARTNERS LLC crossed $500M in regulatory AUM ($300.0M -> $550.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
63
April 2026 — PLUM ISLAND PARTNERS LLC grew from 3 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
February 2026 — PLUM ISLAND PARTNERS LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
February 2026 — PLUM ISLAND PARTNERS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
December 2025 — PLUM ISLAND PARTNERS LLC (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 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.