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Integration & migration consulting — July 2024

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

16 firms opened this window in the July 2024 SEC roster: 8 aum crossed 1b, 5 aum crossed 500m, 3 reorganization.

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
WOODSTOCK CORPORATION — crossed $1B in regulatory AUM ($921.7M -> $1.12B). IAPD ↗
$1.12B RAUM · 8 reps · 617-227-0600
85
MESIROW INSTITUTIONAL INVESTMENT MANAGEMENT, INC. — crossed $1B in regulatory AUM ($951.2M -> $1.16B). IAPD ↗
$1.16B RAUM · 12 reps · 312-595-6000
70
GAMMA INVESTING LLC — crossed $500M in regulatory AUM ($445.1M -> $705.4M). IAPD ↗
$705.4M RAUM · 5 reps · 888-585-1755 · gammainvesting.com
45
PROVENIO CAPITAL — filed an Item 4A succession naming PROVENIO CAPITAL (CRD 284541) — an entity change, not a deal. IAPD ↗
$1.62B RAUM · 6 reps · 949-301-9060
43
TORREYANA CAPITAL — filed an Item 4A succession naming TORREYANA CAPITAL (CRD 329075) — an entity change, not a deal. IAPD ↗
$736.0M RAUM · 3 reps · 6198377996
75
HBC GROUP LLC. — crossed $1B in regulatory AUM ($376.5M -> $1.13B). IAPD ↗institutional
$1.13B RAUM · 1 reps · 239-529-0763
70
VOSS CAPITAL, LP — crossed $1B in regulatory AUM ($937.0M -> $1.22B). IAPD ↗fund
$1.22B RAUM · 5 reps · 832-519-9427
70
STEPSTONE GROUP PRIVATE DEBT LLC — crossed $1B in regulatory AUM ($38.7M -> $2.37B). IAPD ↗fund
$2.37B RAUM · 0 reps · 858-558-9700 · stepstonegroup.com
55
S.W. MITCHELL CAPITAL LLP — crossed $1B in regulatory AUM ($780.1M -> $1.95B). IAPD ↗foreign
$1.95B RAUM · 2 reps · 020 7290 3588 · swmitchellcapital.com
55
PRYTANIA INVESTMENT ADVISORS LLP — crossed $1B in regulatory AUM ($340.0M -> $1.76B). IAPD ↗foreign
$1.76B RAUM · 6 reps · 020 4570 5514 · prytania.com
55
J. STERN & CO. LLP — crossed $1B in regulatory AUM ($835.0M -> $1.28B). IAPD ↗foreign
$1.28B RAUM · 10 reps · +44(0)20 3478 1800 · jsternco.com
40
BFI INFINITY LTD. — crossed $500M in regulatory AUM ($481.5M -> $600.8M). IAPD ↗foreign
$600.8M RAUM · 14 reps · +41 58 806 2210
40
PETRA CAPITAL MANAGEMENT, INC. — crossed $500M in regulatory AUM ($459.0M -> $660.9M). IAPD ↗foreign
$660.9M RAUM · 8 reps · -4672 · petracm.com
40
TAVIRA FINANCIAL — crossed $500M in regulatory AUM ($481.0M -> $531.3M). IAPD ↗foreign
$531.3M RAUM · 13 reps · 44 0207 100 5100 · tavira.group
40
PRAXIS ALPHA PARTNERS LLP — crossed $500M in regulatory AUM ($481.2M -> $526.1M). IAPD ↗foreign
$526.1M RAUM · 5 reps · 4420331 40830 · praxisim.com
30
VOSS CAPITAL, LP — filed an Item 4A succession naming VOSS CAPITAL LLC (CRD 158929) — an entity change, not a deal. IAPD ↗fund
$1.22B RAUM · 5 reps · 832-519-9427

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.