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Integration & migration consulting — June 2024

Data migration, middleware, and integration consultants — every deal is a CRM migration.

11 firms opened this window in the June 2024 SEC roster: 8 aum crossed 500m, 3 aum crossed 1b.

Months: October 2026 · September 2026 · August 2026 · July 2026 · June 2026 · May 2026 · April 2026 · March 2026 · February 2026 · January 2026 · December 2025 · August 2025 · July 2025 · June 2025 · May 2025 · April 2025 · March 2025 · February 2025 · January 2025 · December 2024 · November 2024 · October 2024 · September 2024 · August 2024 · July 2024 · June 2024 · May 2024 · April 2024 · March 2024 · February 2024

85
L & S ADVISORS, INC — crossed $1B in regulatory AUM ($830.5M -> $1.01B). IAPD ↗
$1.01B RAUM · 15 reps · 310-893-6060 · lsadvisor.com
70
INVESTMENT MANAGEMENT ASSOCIATES — crossed $500M in regulatory AUM ($417.6M -> $515.4M). IAPD ↗
$515.4M RAUM · 2 reps · 303-796-8333
60
DECADE RENEWABLE PARTNERS LP — crossed $500M in regulatory AUM ($397.1M -> $500.0M). IAPD ↗institutional
$500.0M RAUM · 3 reps · 281-715-0720 · decaderp.com
60
BRIDGER INVESTMENT PARTNERS LLC — crossed $500M in regulatory AUM ($289.4M -> $518.7M). IAPD ↗institutional
$518.7M RAUM · 4 reps · 1-800-598-9220 · bridger-partners.com
55
SPROTT ASSET MANAGEMENT LP — crossed $1B in regulatory AUM ($792.1M -> $1.42B). IAPD ↗foreign
$1.42B RAUM · 10 reps · 416-943-8099
55
MUDITA MANAGEMENT — crossed $1B in regulatory AUM ($771.8M -> $1.12B). IAPD ↗foreign
$1.12B RAUM · 4 reps · +44 20 3848 7530 · muditamanagement.com
55
NEXT COAST VENTURES, LLC — crossed $500M in regulatory AUM ($403.1M -> $586.0M). IAPD ↗fund
$586.0M RAUM · 9 reps · (512) 370-2242
55
HIGHCREST CAPITAL, LLC — crossed $500M in regulatory AUM ($481.4M -> $666.7M). IAPD ↗fund
$666.7M RAUM · 10 reps · 830-214-2770 · highcrestcapital.com
55
PEAKVIEW CAPITAL — crossed $500M in regulatory AUM ($495.4M -> $530.7M). IAPD ↗fund
$530.7M RAUM · 7 reps · 1 650-321-6600
55
INCEPTIONR LLC — crossed $500M in regulatory AUM ($359.9M -> $838.1M). IAPD ↗fund
$838.1M RAUM · 3 reps · 650-799-2945
55
PHOENIX MERCHANT PARTNERS, LP — crossed $500M in regulatory AUM ($251.5M -> $751.5M). IAPD ↗fund
$751.5M RAUM · 10 reps · 212-804-9990 · phoenix-merchant.com

Free page: firm, event, phone, website. The paid feed adds every window as CSV, filters by state and AUM band, and alerts the day the roster drops. Data: SEC Form ADV monthly roster; confirm on IAPD before acting.