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Integration & migration consulting — September 2024

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

7 firms opened this window in the September 2024 SEC roster: 3 reorganization, 2 aum crossed 1b, 2 aum crossed 500m.

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
CAPITAL CREEK PARTNERS — crossed $1B in regulatory AUM ($680.7M -> $1.20B). IAPD ↗
$1.20B RAUM · 13 reps · 512-316-3397 · capitalcreek.com
70
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC — crossed $500M in regulatory AUM ($379.7M -> $501.2M). IAPD ↗
$501.2M RAUM · 10 reps · 913-295-9500
70
FORTITUDE FAMILY OFFICE — crossed $500M in regulatory AUM ($434.3M -> $505.2M). IAPD ↗
$505.2M RAUM · 9 reps · (602) 834-0089
40
CHESAPEAKE FINANCIAL PLANNING — filed an Item 4A succession naming CHESAPEAKE FINANCIAL PLANNING (CRD 283715) — an entity change, not a deal. IAPD ↗
$0 RAUM · 2 reps · 410-974-0410 · chesapeake-financial.com
70
CQS (US), LLC — crossed $1B in regulatory AUM ($894.6M -> $3.55B). IAPD ↗fund
$3.55B RAUM · 12 reps · 212-259-2900 · cqscapital.com
28
GREAT ELM CAPITAL MANAGEMENT, LLC — filed an Item 4A succession naming GREAT ELM CAPITAL MANAGEMENT, INC. (CRD 284304) — an entity change, not a deal. IAPD ↗fund
$288.4M RAUM · 8 reps · 561-214-7901 · greatelmgroup.com
25
A.P. GILFOYLE MANAGEMENT & RESEARCH COMPANY, L.L.C. — filed an Item 4A succession naming A.P. GILFOYLE & CO., L.P. (CRD 329643) — an entity change, not a deal. IAPD ↗fund
$1.9M RAUM · 2 reps · 212-529-4550 · apgilfoyle.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.