Integration & migration consulting — August 2025
Data migration, middleware, and integration consultants — every deal is a CRM migration.
11 firms opened this window in the August 2025 SEC roster: 4 aum crossed 1b, 4 reorganization, 3 aum crossed 500m.
85
COMPASS FINANCIAL GROUP, INC — crossed $1B in regulatory AUM ($995.0M -> $1.23B). IAPD ↗
85
ROOSEVELT CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($306.5M -> $1.31B). IAPD ↗
85
KERA CAPITAL PARTNERS — crossed $1B in regulatory AUM ($808.1M -> $1.07B). IAPD ↗
85
A&M PRIVATE WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($760.6M -> $1.57B). IAPD ↗
70
BENIN MANAGEMENT CORP — crossed $500M in regulatory AUM ($488.7M -> $521.0M). IAPD ↗
43
VELTRIA ADVISORS CORP. — filed an Item 4A succession naming ASB CONSULTORES, LLC (CRD 189514) — an entity change, not a deal. IAPD ↗
40
WWM ADVISORY INC. — filed an Item 4A succession naming JEFFREY CHARLES LLOYD WOLMAN (CRD 133611) — an entity change, not a deal. IAPD ↗
40
PRAKASH INVESTMENT ADVISORS LLC — filed an Item 4A succession naming PRAKASH INVESTMENT ADVISORS LLC (CRD 163994) — an entity change, not a deal. IAPD ↗
40
COVINGTONALSINA — filed an Item 4A succession naming COVINGTONALSINA (CRD 326810) — an entity change, not a deal. IAPD ↗
60
OPTIMIZED INVESTMENT PARTNERS, LLC — crossed $500M in regulatory AUM ($383.0M -> $538.0M). IAPD ↗institutional
55
BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC — crossed $500M in regulatory AUM ($409.7M -> $614.4M). IAPD ↗fund
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.