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MALT PARTNERS MANAGEMENT LLC

NASHVILLE, TN · CRD 337855 · IAPD ↗ · 646-450-5521

$36.3MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
January 2026 — MALT PARTNERS MANAGEMENT LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
January 2026 — MALT PARTNERS MANAGEMENT LLC now reports 2 private fund(s) ($59.1M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
December 2025 — MALT PARTNERS MANAGEMENT LLC (NASHVILLE, TN) 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.