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ETERNA GROWTH PARTNERS

BOSTON, MA · CRD 339223 · IAPD ↗ · eternagrowth.com · 617-758-4720

$3.55BRegulatory AUM
34Advisory reps
40Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
May 2026 — ETERNA GROWTH PARTNERS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
45
April 2026 — DHM PARTNERS LLC is now doing business as ETERNA GROWTH PARTNERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
April 2026 — ETERNA GROWTH PARTNERS now reports custody of client assets ($2.60B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
60
April 2026 — ETERNA GROWTH PARTNERS now reports 9 private fund(s) ($3.55B gross).
Firm reports private funds for the first time.
Fund administrationCompliance
70
April 2026 — ETERNA GROWTH PARTNERS grew from 3 to 34 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
January 2026 — DHM PARTNERS LLC (BOSTON, MA) 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.