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Integration & migration consulting — July 2025

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

13 firms opened this window in the July 2025 SEC roster: 9 aum crossed 500m, 3 aum crossed 1b, 1 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

70
EVANS CAPITAL MANAGEMENT ASSOCIATES — crossed $500M in regulatory AUM ($463.9M -> $545.0M). IAPD ↗
$545.0M RAUM · 3 reps · 425-455-0501 · rlevansco.net
43
INVESTMENT ADVISORY GROUP LLC — filed an Item 4A succession naming INVESTMENT ADVISORY GROUP LLC (CRD 109445) — an entity change, not a deal. IAPD ↗
$994.4M RAUM · 5 reps · 781-826-1235 · maritimewealthadvisors.com
70
LEGALIST — crossed $1B in regulatory AUM ($973.5M -> $1.03B). IAPD ↗fund
$1.03B RAUM · 16 reps · 415-570-7878
70
MESIROW RE-IA, INC. — crossed $1B in regulatory AUM ($532.4M -> $1.51B). IAPD ↗fund
$1.51B RAUM · 3 reps · 312-595-6000
60
COLLER PRIVATE MARKET SECONDARIES ADVISORS, LLC — crossed $500M in regulatory AUM ($323.9M -> $594.2M). IAPD ↗institutional
$594.2M RAUM · 0 reps · 212 644 8500
60
3FOURTEEN & SMI ADVISORY SERVICES, LLC — crossed $500M in regulatory AUM ($446.0M -> $840.0M). IAPD ↗institutional
$840.0M RAUM · 6 reps · 800-796-4975
55
BOLDHAVEN MANAGEMENT — crossed $1B in regulatory AUM ($835.2M -> $1.41B). IAPD ↗foreign
$1.41B RAUM · 5 reps · 4402080174510 · boldhaven.com
55
POLAR CAPITAL (AMERICA) CORPORATION — crossed $500M in regulatory AUM ($456.6M -> $505.6M). IAPD ↗fund
$505.6M RAUM · 6 reps · 203-604-1550 · polarcapital.co.uk
40
HABROK CAPITAL MANAGEMENT LLP — crossed $500M in regulatory AUM ($488.4M -> $906.1M). IAPD ↗foreign
$906.1M RAUM · 1 reps · 44-20-7851-3900 · habrokcapital.com
40
NW1 PARTNERS — crossed $500M in regulatory AUM ($450.0M -> $686.0M). IAPD ↗foreign
$686.0M RAUM · 13 reps · 44 2074481448 · nw1partners.com
40
BAYFOREST — crossed $500M in regulatory AUM ($290.5M -> $722.2M). IAPD ↗foreign
$722.2M RAUM · 8 reps · 442039685227 · bayforest.ai
40
DECAGON ASSET MANAGEMENT LLP — crossed $500M in regulatory AUM ($283.2M -> $606.2M). IAPD ↗foreign
$606.2M RAUM · 2 reps · 00442031482240
40
BUOYANT CAPITAL PRIVATE LIMITED — crossed $500M in regulatory AUM ($410.2M -> $674.0M). IAPD ↗foreign
$674.0M RAUM · 51 reps · +91 22 6931 9994 · buoyantcap.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.