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Portfolio / reporting / TAMP — August 2025

Portfolio accounting, reporting, rebalancing, and TAMPs (Orion, Black Diamond, Tamarac, SMArtX).

206 firms opened this window in the August 2025 SEC roster: 182 new registration, 12 aum up, 5 wrap program started, 4 aum crossed 1b, 3 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

95
MONEY MANAGERS INC — (SAN ANTONIO, TX) is newly SEC-registered with $123.2M RAUM and 4 advisory reps. IAPD ↗
$123.2M RAUM · 4 reps · (210)349-9494 · moneymanagersinctx.com
95
DEWITT CAPITAL MANAGEMENT — (COLLEGEVILLE, PA) is newly SEC-registered with $110.9M RAUM and 3 advisory reps. IAPD ↗
$110.9M RAUM · 3 reps · 610-910-9110 · dewittcm.com
95
ANDERSON GRIGGS INVESTMENTS — (ROCK HILL, SC) is newly SEC-registered with $120.3M RAUM and 3 advisory reps. IAPD ↗
$120.3M RAUM · 3 reps · 803-324-5044 · andersongriggs.com
95
MILLENIA FINANCIAL PARTNERS, LLC — (location n/a) is newly SEC-registered with $115.8M RAUM and 1 advisory reps. IAPD ↗
$115.8M RAUM · 1 reps · 908-268-5550
95
FORTUNE FINANCIAL GROUP, INC. — (GLEN ELLYN, IL) is newly SEC-registered with $107.0M RAUM and 3 advisory reps. IAPD ↗
$107.0M RAUM · 3 reps · 630-942-9007 · fortunefinancialgroup.com
95
THE STEWARDSHIP CENTER, INC. — (location n/a) is newly SEC-registered with $135.1M RAUM and 2 advisory reps. IAPD ↗
$135.1M RAUM · 2 reps · 800-528-6191 · thestewardshipcenter.com
95
JJSA ADVISORS, LTD. — (VIRGINIA BEACH, VA) is newly SEC-registered with $127.9M RAUM and 2 advisory reps. IAPD ↗
$127.9M RAUM · 2 reps · 757-473-0004 · jjsadvisors.com
95
MARATHON STRATEGIC ADVISORS, LLC — (PITTSBURGH, PA) is newly SEC-registered with $130.4M RAUM and 1 advisory reps. IAPD ↗
$130.4M RAUM · 1 reps · 740-282-5198 · mstrategic.com
95
FORREST FINANCIAL SERVICES — (WINDSOR HEIGHTS, IA) is newly SEC-registered with $127.0M RAUM and 2 advisory reps. IAPD ↗
$127.0M RAUM · 2 reps · (515) 277-3495 · forrestfinancialservices.com
95
THE JENKINS GROUP — (ALBANY, GA) is newly SEC-registered with $220.7M RAUM and 3 advisory reps. IAPD ↗
$220.7M RAUM · 3 reps · 229-883-8028
95
NEW ENGLAND SCHOONER, INC. — (PEABODY, MA) is newly SEC-registered with $130.8M RAUM and 4 advisory reps. IAPD ↗
$130.8M RAUM · 4 reps · 978-977-4757 · neschooner.com
95
FIVE SEASONS FINANCIAL PLANNING LLC — (SALT LAKE CITY, UT) is newly SEC-registered with $109.3M RAUM and 1 advisory reps. IAPD ↗
$109.3M RAUM · 1 reps · 801-272-0902 · fiveseasonsfinancialplanning.com
95
ARGENT WEALTH MANAGEMENT, INC. — (ROUND ROCK, TX) is newly SEC-registered with $137.8M RAUM and 2 advisory reps. IAPD ↗
$137.8M RAUM · 2 reps · 512-238-6883 · awmtx.com
95
LIBERTY ASSET MANAGEMENT — (ALLENTOWN, PA) is newly SEC-registered with $106.2M RAUM and 5 advisory reps. IAPD ↗
$106.2M RAUM · 5 reps · 610 398-7333
95
PEAK AMERICAN INVESTMENT ADVISORS, INC. — (PLANO, TX) is newly SEC-registered with $100.4M RAUM and 11 advisory reps. IAPD ↗
$100.4M RAUM · 11 reps · 800-513-3243 · peakamericanfinancial.com
95
MASONBORO ADVISORS — (WILMINGTON, NC) is newly SEC-registered with $155.9M RAUM and 7 advisory reps. IAPD ↗
$155.9M RAUM · 7 reps · 910-742-0509 · thecortrogersproject.com
95
SIDOXIA CAPITAL MANAGEMENT, LLC — (NEWPORT BEACH, CA) is newly SEC-registered with $126.7M RAUM and 2 advisory reps. IAPD ↗
$126.7M RAUM · 2 reps · 949-258-4322 · sidoxia.com
95
THE SHERRY GROUP, INC. — (MOUNTAIN HOME, AR) is newly SEC-registered with $111.9M RAUM and 3 advisory reps. IAPD ↗
$111.9M RAUM · 3 reps · 870-425-8252
95
STRUCTURED WEALTH MANAGEMENT, INC. — (TOLEDO, OH) is newly SEC-registered with $169.0M RAUM and 2 advisory reps. IAPD ↗
$169.0M RAUM · 2 reps · 419-517-1227 · structuredplan.com
95
CRESCENT CITY RETIREMENT GROUP — (METAIRIE, LA) is newly SEC-registered with $109.0M RAUM and 1 advisory reps. IAPD ↗
$109.0M RAUM · 1 reps · 504-828-2171 · theretirementkeys.com
95
SKYLINE FINANCIAL NORTHWEST — (PORTLAND, OR) is newly SEC-registered with $111.3M RAUM and 2 advisory reps. IAPD ↗
$111.3M RAUM · 2 reps · 888-739-7369 · skylinefinancialnw.com
95
THE CARROLL GROUP, INC. — (location n/a) is newly SEC-registered with $133.7M RAUM and 1 advisory reps. IAPD ↗
$133.7M RAUM · 1 reps · 404-285-5811
95
AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC — (CRYSTAL LAKE, IL) is newly SEC-registered with $115.9M RAUM and 4 advisory reps. IAPD ↗
$115.9M RAUM · 4 reps · 815-479-9024
95
GROSS DOMESTIC PRODUCT, INC — (location n/a) is newly SEC-registered with $119.7M RAUM and 1 advisory reps. IAPD ↗
$119.7M RAUM · 1 reps · 310-341-2890
95
ASCENDOR WEALTH, LLC — (WILMINGTON, NC) is newly SEC-registered with $116.8M RAUM and 5 advisory reps. IAPD ↗
$116.8M RAUM · 5 reps · 910-790-0122
95
BISON INVESTMENT ADVISORS, LLC — (THE WOODLANDS, TX) is newly SEC-registered with $140.1M RAUM and 2 advisory reps. IAPD ↗
$140.1M RAUM · 2 reps · 281-665-3616 · bisoninvestmentadvisors.com
95
ICOM ADVISORS, LLC — (location n/a) is newly SEC-registered with $123.4M RAUM and 4 advisory reps. IAPD ↗
$123.4M RAUM · 4 reps · 985-373-3504 · icom.hostedbybread.com
95
TKC WEALTH MANAGEMENT LLC — (DALLAS, TX) is newly SEC-registered with $121.8M RAUM and 5 advisory reps. IAPD ↗
$121.8M RAUM · 5 reps · 214-389-2000 · tkcadvisors.com
95
MCGUIRE CAPITAL ADVISORS, INC. — (BETHANY, OK) is newly SEC-registered with $116.1M RAUM and 4 advisory reps. IAPD ↗
$116.1M RAUM · 4 reps · 405-378-2233 · mcguirecap.com
95
STRATFI — (WILMINGTON, DE) is newly SEC-registered with $104.5M RAUM and 2 advisory reps. IAPD ↗
$104.5M RAUM · 2 reps · 302-884-6742
95
PUREWATER CAPITAL, LLC — (FORT WORTH, TX) is newly SEC-registered with $111.6M RAUM and 3 advisory reps. IAPD ↗
$111.6M RAUM · 3 reps · (817) 416-8680
95
NORTHERN LIGHTS ADVISORS, INC. — (SEATTLE, WA) is newly SEC-registered with $131.7M RAUM and 3 advisory reps. IAPD ↗
$131.7M RAUM · 3 reps · 206-203-6638
95
ARBOR WEALTH MANAGEMENT, LLC — (TEMPE, AZ) is newly SEC-registered with $107.3M RAUM and 2 advisory reps. IAPD ↗
$107.3M RAUM · 2 reps · 480-818-8300
95
PACIFIC EXCEL WEALTH ADVISORS, INC. — (WALNUT CREEK, CA) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (925) 464-7445 · pacificexcel.com
95
BRIDGE FINANCIAL PLANNING, LLC — (location n/a) is newly SEC-registered with $93.3M RAUM and 2 advisory reps. IAPD ↗
$93.3M RAUM · 2 reps · 423-933-2722
95
ARK ROYAL WEALTH MANAGEMENT LLC — (RALEIGH, NC) is newly SEC-registered with $139.3M RAUM and 3 advisory reps. IAPD ↗
$139.3M RAUM · 3 reps · 919-710-8665
95
RENAISSANCE ADVISORS — (RIDGELAND, MS) is newly SEC-registered with $147.6M RAUM and 2 advisory reps. IAPD ↗
$147.6M RAUM · 2 reps · 601-714-1034 · renadv.com
95
SONNET, LLC — (SPRING, TX) is newly SEC-registered with $117.5M RAUM and 4 advisory reps. IAPD ↗
$117.5M RAUM · 4 reps · 281-404-4346 · sonnetinvest.com
95
BIREME CAPITAL, LLC — (ROCKVILLE, MD) is newly SEC-registered with $168.4M RAUM and 2 advisory reps. IAPD ↗
$168.4M RAUM · 2 reps · (813) 603-2615
95
GRANADA WEALTH MANAGEMENT, LLC — (DAVIDSON, NC) is newly SEC-registered with $151.1M RAUM and 1 advisory reps. IAPD ↗
$151.1M RAUM · 1 reps · 888-928-9728 · granadawm.com
95
ANTIGRAVITY INVESTMENTS — (location n/a) is newly SEC-registered with $520,030 RAUM and 2 advisory reps. IAPD ↗
$520,030 RAUM · 2 reps · 650-273-6362
95
SECURE WEALTH, INC. — (BOCA RATON, FL) is newly SEC-registered with $113.0M RAUM and 3 advisory reps. IAPD ↗
$113.0M RAUM · 3 reps · 561-340-2667
95
OLIVE STREET CAPITAL PARTNERS LLC — (LOS ANGELES, CA) is newly SEC-registered with $145.3M RAUM and 1 advisory reps. IAPD ↗
$145.3M RAUM · 1 reps · 3105041101
95
LEXINGTON HILL PARTNERS, LLC — (DALLAS, TX) is newly SEC-registered with $170.7M RAUM and 5 advisory reps. IAPD ↗
$170.7M RAUM · 5 reps · 214-225-1891 · lexingtonhillpartners.com
95
LEGACY FINANCIAL ADVISORS — (location n/a) is newly SEC-registered with $115.8M RAUM and 3 advisory reps. IAPD ↗
$115.8M RAUM · 3 reps · 912-634-8338 · legacyfallc.com
95
TRUE BLUE FINANCIAL, LLC — (STEVENSVILLE, MI) is newly SEC-registered with $193.7M RAUM and 4 advisory reps. IAPD ↗
$193.7M RAUM · 4 reps · (269) 982-2710
95
STRATEGIC ADVISORY PARTNERS — (GREENSBORO, NC) is newly SEC-registered with $124.3M RAUM and 3 advisory reps. IAPD ↗
$124.3M RAUM · 3 reps · 336-790-2560 · strategicadvisorypartners.com
95
M2G VENTURES LLC — (FORT WORTH, TX) is newly SEC-registered with $156.2M RAUM and 15 advisory reps. IAPD ↗
$156.2M RAUM · 15 reps · 817-898-8515
95
LYON WEALTH ADVISORS — (CHARLOTTE, NC) is newly SEC-registered with $198.4M RAUM and 3 advisory reps. IAPD ↗
$198.4M RAUM · 3 reps · 704-424-9780
95
MICA CREEK CAPITAL LLC — (STEAMBOAT SPRINGS, CO) is newly SEC-registered with $169.8M RAUM and 2 advisory reps. IAPD ↗
$169.8M RAUM · 2 reps · 917-399-0058
95
BUENWEALTH — (MIAMI, FL) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (786) 702 0078 · buenbit.onelink.me
95
STONEBRIAR WEALTH, LLC — (LEHI, UT) is newly SEC-registered with $100.0M RAUM and 4 advisory reps. IAPD ↗
$100.0M RAUM · 4 reps · 385-314-3300 · stonebriarwealthadvisors.com
95
RIDGEGATE ADVISORS, LLC — (ENGLEWOOD, CO) is newly SEC-registered with $0 RAUM and 7 advisory reps. IAPD ↗
$0 RAUM · 7 reps · 303-791-2253 · ridgegatefinancial.com
95
LEGACY WEALTH ADVISOR LLC — (LYNCHBURG, VA) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (434) 266-8044
95
SHARP WEALTH MANAGEMENT — (SPRINGFIELD, MO) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 417-990-5412 · sharpwm.com
95
OAKWORTH ASSET MANAGEMENT, LLC — (BIRMINGHAM, AL) is newly SEC-registered with $0 RAUM and 15 advisory reps. IAPD ↗
$0 RAUM · 15 reps · 205-263-4700
95
CRECER — (location n/a) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 415-295-2054
95
CEDAR COVE WEALTH PARTNERS — (BLOOMINGTON, MN) is newly SEC-registered with $0 RAUM and 11 advisory reps. IAPD ↗
$0 RAUM · 11 reps · 952-358-3456 · cedarcovewealth.com
95
CROSSGEN WEALTH LLC — (GREENVILLE, NC) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 919-669-4355 · crossgenwealth.com
95
INTEGRATIVE PLANNING, INC. — (CORNELIUS, NC) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · (704) 947-8444
95
SENSTOMI — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 773-520-5952 · senstomi.com
95
TRITONPOINT CAPITAL, LLC — (CHEVY CHASE, MD) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 301-799-9001
95
INTER ADVISORS LLC — (MIAMI, FL) is newly SEC-registered with $0 RAUM and 6 advisory reps. IAPD ↗
$0 RAUM · 6 reps · 888-305-7264 · inter.co
95
KUBENCE — (location n/a) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · 650-308-8398 · kubence.com
95
ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC — (RIDGEFIELD, CT) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (203) 642-6781
95
CIO CAPITAL GROUP LLC — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 212-609-2087 · ciocapitalgroup.com
95
HANOVER SQUARE WEALTH ADVISORS LLC — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 336-444-2680 · hanoversquarewa.com
95
PRIVATE WEALTH CONSULTING, LLC — (location n/a) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · (816) 888-9888
95
SIMCO FINANCIAL — (CANANDAIGUA, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (585) 750-2818 · simcoservices.com
95
ELEVATE WEALTH MANAGEMENT — (SHERIDAN, WY) is newly SEC-registered with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · 307 461-5550 · elevateasset.com
95
WALDO.AI, INC. — (NEW HAVEN, CT) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 203 722 5218 · waldo.finance
95
Z3 CAPITAL PARTNERS — (RICHMOND, VA) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 804-256-1770 · z3capital.com
95
LAUREL OAK WEALTH MANAGEMENT, LLC — (MARLTON, NJ) is newly SEC-registered with $0 RAUM and 11 advisory reps. IAPD ↗
$0 RAUM · 11 reps · 856-797-0200
95
1330 ADVISORS, LLC — (ST. PETERSBURG, FL) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 813-758-1430
95
ROY INVESTMENT ADVISORS — (LANCASTER, PA) is newly SEC-registered with $0 RAUM and 5 advisory reps. IAPD ↗
$0 RAUM · 5 reps · 717-278-3122
95
MEADOWBROOK ADVISORS LLC — (MARSHFIELD, MA) is newly SEC-registered with $0 RAUM and 3 advisory reps. IAPD ↗
$0 RAUM · 3 reps · (617) 800-0388
95
MONSON WEALTH MANAGEMENT LLC — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 801-822-7977 · monsonwealth.com
95
N FINANCIAL PLANS — (HUNTINGTON, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 631-629-1794
95
ALLOCATOR SOLUTIONS, LLC — (ST LOUIS, MO) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 314 882-9442
95
NERD WALLET WEALTH PARTNERS — (NEW YORK, NY) is newly SEC-registered with $213.4M RAUM and 4 advisory reps. IAPD ↗
$213.4M RAUM · 4 reps · 917-723-1273 · nerdwalletwealthpartners.com
95
MAVS WEALTH MANAGEMENT GROUP, LLC — (ST. PETERSBURG, FL) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 561-543-4340 · mavswealthgroup.com
95
SKM WEALTH MANAGEMENT, LLC — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 203-518-0329
95
MACCO FINANCIAL GROUP, INC. — (GREEN BAY, WI) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗
$0 RAUM · 4 reps · (920) 617-6830 · maccofinancial.com
95
STONE LOFT WEALTH MANAGEMENT LLC — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · (610) 812-9867
95
ARDEN GLOBAL FAMILY OFFICES LLC — (PALO ALTO, CA) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 650-680-8160
95
ASCENSION ADVISORS — (SCOTTSDALE, AZ) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 415-716-1666 · ascensionadvisors.com
95
DUCERE WEALTH MANAGEMENT — (NEWPORT BEACH, CA) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 714-393-0959
95
TALKABOUTHEALTH DBA ADVIZMO — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 917-710-1927
95
ROTHWELL INVESTMENT ADVISORS — (SALEM, MA) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 978-387-9997 · maitlandfinancialgroup.com
95
ENDURING WEALTH MANAGEMENT, LLC — (MERIDIAN, ID) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 208-409-0147 · enduringwealthmanagement.com
95
ARAGON FAMILY OFFICE LLC — (HOMEWOOD, AL) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗
$0 RAUM · 2 reps · 719-244-4814
95
LEGACY ROAD LLC — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗
$0 RAUM · 1 reps · 917-626-1042
85
COMPASS FINANCIAL GROUP, INC — crossed $1B in regulatory AUM ($995.0M -> $1.23B). IAPD ↗
$1.23B RAUM · 7 reps · 605-338-7150 · compassfin.net
85
ROOSEVELT CAPITAL MANAGEMENT LLC — crossed $1B in regulatory AUM ($306.5M -> $1.31B). IAPD ↗
$1.31B RAUM · 2 reps · 214-871-2666
85
KERA CAPITAL PARTNERS — crossed $1B in regulatory AUM ($808.1M -> $1.07B). IAPD ↗
$1.07B RAUM · 8 reps · 408-668-2201 · keracapital.com
85
A&M PRIVATE WEALTH PARTNERS, LLC — crossed $1B in regulatory AUM ($760.6M -> $1.57B). IAPD ↗
$1.57B RAUM · 15 reps · 561-268-0900 · ampwp.com
73
DIGITAL WEALTH PARTNERS — reported RAUM up 183% ($130.2M -> $368.0M). IAPD ↗
$368.0M RAUM · 7 reps · 307-396-0295 · digitalwealthpartners.net
73
BALANCE WEALTH — reported RAUM up 86% ($187.6M -> $348.4M). IAPD ↗
$348.4M RAUM · 8 reps · (800) 551-7787 · balancewealth.com
70
BENIN MANAGEMENT CORP — crossed $500M in regulatory AUM ($488.7M -> $521.0M). IAPD ↗
$521.0M RAUM · 3 reps · 203-762-3295 · beninmanagement.com
70
DYNAMIC TRADING MANAGEMENT, LLC. — reported RAUM up 100% ($51.5M -> $103.2M). IAPD ↗
$103.2M RAUM · 1 reps · 914-220-9404
66
RHODES INVESTMENT ADVISORS, INC. — reported RAUM up 41% ($266.2M -> $376.3M). IAPD ↗
$376.3M RAUM · 9 reps · 817-334-0455 · palmerretirement.com
65
POTOMAC — reported RAUM up 30% ($1.86B -> $2.41B). IAPD ↗
$2.41B RAUM · 25 reps · (301) 901-3466 · potomac.com
65
RIVERBEND CAPITAL ADVISORS, LLC — reported RAUM up 36% ($605.4M -> $820.5M). IAPD ↗
$820.5M RAUM · 3 reps · 312-948-5100 · riverbendcapitaladvisors.com
65
FARTHER — reported RAUM up 28% ($5.88B -> $7.52B). IAPD ↗
$7.52B RAUM · 250 reps · 628-246-8004
63
CANTATA WEALTH MANAGEMENT, LLC — reported RAUM up 45% ($45.4M -> $65.7M). IAPD ↗
$65.7M RAUM · 3 reps · 844-226-8282 · cantatawealth.com
63
FAI ADVISORS, INC. — began participating in a wrap-fee program. IAPD ↗
$301.2M RAUM · 5 reps · 248-482-3600 · financialarch.com
63
LIGHTHOUSE WEALTH STRATEGIES, LLC — began participating in a wrap-fee program. IAPD ↗
$713.5M RAUM · 11 reps · 253-948-3725 · lighthousegigharbor.com
63
MOREY & QUINN WEALTH PARTNERS — began participating in a wrap-fee program. IAPD ↗
$328.1M RAUM · 3 reps · (402) 502-9900 · moreyandquinn.com
60
KEYSTONE WEALTH ADVISORS, INCORPORATED — reported RAUM up 29% ($147.8M -> $191.4M). IAPD ↗
$191.4M RAUM · 4 reps · 612-465-8118
60
QUANTUM LEAP CAPITAL, LLC — began participating in a wrap-fee program. IAPD ↗
$113.5M RAUM · 3 reps · (802) 448-2882
60
PROPER WEALTH — began participating in a wrap-fee program. IAPD ↗
$0 RAUM · 4 reps · (850) 972-9725
90
WITT LAKE ASSET MANAGEMENT LLC — (STAMFORD, CT) is newly SEC-registered with $1.11B RAUM and 1 advisory reps. IAPD ↗institutional
$1.11B RAUM · 1 reps · 203-487-8200 · wittlakeam.com
88
CANOPY CAPITAL GROUP — (WINCHESTER, MA) is newly SEC-registered with $482.9M RAUM and 3 advisory reps. IAPD ↗institutional
$482.9M RAUM · 3 reps · 781-222-3972 · canopycapital.com
85
AUTILUS PARTNERS LLC — (SANTA MONICA, CA) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 1-310-759-8160
85
RENWAVE KORE, LLC — (GREENWICH, CT) is newly SEC-registered with $1.22B RAUM and 10 advisory reps. IAPD ↗fund
$1.22B RAUM · 10 reps · 203-905-9236 · renwavekore.com
85
3A PARTNERS, LLC — (COLUMBUS, OH) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · 614-406-8192 · 3apartners.com
85
PRITZKER ALTERNATIVE STRATEGIES — (CHICAGO, IL) is newly SEC-registered with $0 RAUM and 6 advisory reps. IAPD ↗institutional
$0 RAUM · 6 reps · 312-447-6087 · pritzker-pas.com
85
VF ADVISORS, LLC — (LOUISVILLE, KY) is newly SEC-registered with $0 RAUM and 6 advisory reps. IAPD ↗institutional
$0 RAUM · 6 reps · 502-208-2125 · whiskeycapitalfinance.com
85
MANISPACE CAPITAL — (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 609-712-6527
85
LINCOLN CAPITAL ADVISERS LLC — (CHICAGO, IL) is newly SEC-registered with $0 RAUM and 6 advisory reps. IAPD ↗institutional
$0 RAUM · 6 reps · 312-345-8780 · lpc.com
85
AWANI CAPITAL MANAGEMENT, LLC — (FULTON, MD) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · (301) 798-5797
85
LIONSHARES LLC — (BROOKLYN, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 917-267-9033 · lionsharesetf.com
85
APHIAS CAPITAL, L.P. — (SAN FRANCISCO, CA) is newly SEC-registered with $0 RAUM and 8 advisory reps. IAPD ↗institutional
$0 RAUM · 8 reps · 628-682-5672 · aphias.com
85
YORKVILLE AMERICA EQUITIES, LLC — (MOUNTAINSIDE, NJ) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 201.985.8300
85
QUOTIENT WEALTH ASSET MANAGEMENT — (DALLAS, TX) is newly SEC-registered with $0 RAUM and 4 advisory reps. IAPD ↗institutional
$0 RAUM · 4 reps · 469-912-2522
85
TCG STRATEGIC INCOME ADVISOR LLC — (WEST PALM BEACH, FL) is newly SEC-registered with $0 RAUM and 5 advisory reps. IAPD ↗institutional
$0 RAUM · 5 reps · 561-530-3313 · tcgsx.com
85
EMERY PARTNERS, LLC — (BOSTON, MA) is newly SEC-registered with $0 RAUM and 2 advisory reps. IAPD ↗institutional
$0 RAUM · 2 reps · 508-863-6672 · emerypartnersllc.com
85
BLUE OWL REAL ASSETS ADVISORS LLC — (CHICAGO, IL) is newly SEC-registered with $0 RAUM and 110 advisory reps. IAPD ↗institutional
$0 RAUM · 110 reps · 212-419-3000 · blueowlproducts.com
85
VERBENA VALUE LP — (WESTPORT, CT) is newly SEC-registered with $0 RAUM and 9 advisory reps. IAPD ↗institutional
$0 RAUM · 9 reps · 203-920-0611
85
FUSION QUANT TECHNOLOGIES — (MIAMI, FL) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 773-872-1148 · moneyskool.com
85
EXTANT CAPITAL LLC — (ALBANY, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · 917-595-6087 · extant-capital.com
85
WINTERBIRD PARTNERS LLC — (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗institutional
$0 RAUM · 1 reps · (617) 807-0183 · winterbirdpartners.com
83
ARBA CREDIT MANAGEMENT, L.P. — (CONSHOHOCKEN, PA) is newly SEC-registered with $309.1M RAUM and 7 advisory reps. IAPD ↗fund
$309.1M RAUM · 7 reps · 484-598-2755 · arbacredit.com
83
GAP ASSET MANAGEMENT, LLC — (SOUTH BEND, IN) is newly SEC-registered with $269.6M RAUM and 11 advisory reps. IAPD ↗fund
$269.6M RAUM · 11 reps · 574-485-2146 · graham-allen.com
83
HARRADEN CIRCLE INVESTMENTS, LLC — (NEW YORK, NY) is newly SEC-registered with $451.8M RAUM and 5 advisory reps. IAPD ↗fund
$451.8M RAUM · 5 reps · (212) 832-0112 · harradencircle.com
83
GARDEN CITY MANAGEMENT, LLC — (CHARLOTTE, NC) is newly SEC-registered with $286.3M RAUM and 4 advisory reps. IAPD ↗fund
$286.3M RAUM · 4 reps · 404-383-9233 · gardencityequity.com
83
AIGA CAPITAL PARTNERS LLC — (JERSEY CITY, NJ) is newly SEC-registered with $251.2M RAUM and 6 advisory reps. IAPD ↗fund
$251.2M RAUM · 6 reps · 646-248-1250 · plexussolutions.services
83
BLUE OPAL CAPITAL, LLC — (NEW YORK, NY) is newly SEC-registered with $321.9M RAUM and 3 advisory reps. IAPD ↗fund
$321.9M RAUM · 3 reps · (917) 576-1825 · blueopalcapital.com
83
OLD HICKORY PARTNERS MANAGEMENT, LP — (AUSTIN, TX) is newly SEC-registered with $310.8M RAUM and 6 advisory reps. IAPD ↗fund
$310.8M RAUM · 6 reps · 512-579-4073
83
KBIT MANAGEMENT LTD. — (location n/a) is newly SEC-registered with $306.1M RAUM and 13 advisory reps. IAPD ↗fund
$306.1M RAUM · 13 reps · 775-902-2099
83
ALIGNMENT GROWTH — (NEW YORK, NY) is newly SEC-registered with $391.0M RAUM and 8 advisory reps. IAPD ↗fund
$391.0M RAUM · 8 reps · 646-844-5585 X101 · alignmentgrowth.com
83
PATHFINDER 360 MANAGEMENTCO, LLC — (MINNETONKA, MN) is newly SEC-registered with $326.5M RAUM and 1 advisory reps. IAPD ↗fund
$326.5M RAUM · 1 reps · 612-308-5187 · pathfinderco.com
83
UNITY PARTNERS — (DALLAS, TX) is newly SEC-registered with $291.5M RAUM and 14 advisory reps. IAPD ↗fund
$291.5M RAUM · 14 reps · 314-210-9702 · unitypartnerslp.com
83
REDEFINE VENTURES LLC — (BOULDER, CO) is newly SEC-registered with $469.4M RAUM and 1 advisory reps. IAPD ↗fund
$469.4M RAUM · 1 reps · 310-877-9808 · redefineventures.com
83
THE BRYDON GROUP — (WASHINGTON, D.C., DC) is newly SEC-registered with $314.9M RAUM and 12 advisory reps. IAPD ↗fund
$314.9M RAUM · 12 reps · 202-990-7605 · brydon.com
83
MAESTRIA PARTNERS LLC — (ATLANTA, GA) is newly SEC-registered with $267.5M RAUM and 1 advisory reps. IAPD ↗fund
$267.5M RAUM · 1 reps · 317-460-2929 · maestriapartners.com
83
BAYHAWK CAPITAL LP — (BOSTON, MA) is newly SEC-registered with $570.5M RAUM and 10 advisory reps. IAPD ↗fund
$570.5M RAUM · 10 reps · 202-494-2362
83
BROADWING CAPITAL MANAGEMENT LLC — (DALLAS, TX) is newly SEC-registered with $422.2M RAUM and 9 advisory reps. IAPD ↗fund
$422.2M RAUM · 9 reps · 972-503-9776
83
TRIBUNE INVESTMENT GROUP — (NEW YORK, NY) is newly SEC-registered with $367.8M RAUM and 6 advisory reps. IAPD ↗fund
$367.8M RAUM · 6 reps · 212-301-7652 · tribunelp.com
83
LONGUEVUE MANAGEMENT COMPANY LLC — (METAIRIE, LA) is newly SEC-registered with $802.0M RAUM and 18 advisory reps. IAPD ↗fund
$802.0M RAUM · 18 reps · 504-293-3600 · lvcpartners.com
83
FOREWORD CAPITAL, LP — (SAN FRANCISCO, CA) is newly SEC-registered with $351.7M RAUM and 5 advisory reps. IAPD ↗fund
$351.7M RAUM · 5 reps · 310-985-4149 · forewordcap.com
83
COGENUITY PARTNERS, LLC — (SAN FRANCISCO, CA) is newly SEC-registered with $553.8M RAUM and 10 advisory reps. IAPD ↗fund
$553.8M RAUM · 10 reps · 628-204-6610 · cogenuity.com
80
BUCKHORN RESOURCES, LP — (HOUSTON, TX) is newly SEC-registered with $248.7M RAUM and 6 advisory reps. IAPD ↗fund
$248.7M RAUM · 6 reps · 281-930-6030
80
BRX GLOBAL — (GREENWICH, CT) is newly SEC-registered with $208.0M RAUM and 2 advisory reps. IAPD ↗fund
$208.0M RAUM · 2 reps · (203) 971-0751
80
BAUM CAPITAL PARTNERS MANAGEMENT, LLC — (KANSAS CITY, MO) is newly SEC-registered with $222.2M RAUM and 7 advisory reps. IAPD ↗fund
$222.2M RAUM · 7 reps · 816-283-5200 · baumpartners.com
80
SEVEN SIX CAPITAL MANAGEMENT, LLC — (NEW YORK, NY) is newly SEC-registered with $182.8M RAUM and 3 advisory reps. IAPD ↗fund
$182.8M RAUM · 3 reps · 212-230-9844 · sevensixcapital.com
80
BRIXEY & MEYER CAPITAL LLC — (CINCINNATI, OH) is newly SEC-registered with $161.5M RAUM and 12 advisory reps. IAPD ↗fund
$161.5M RAUM · 12 reps · 513-762-2210 · brixeyandmeyercapital.com
80
EMMETT INVESTMENT MANAGEMENT, LP — (NEW YORK, NY) is newly SEC-registered with $188.3M RAUM and 3 advisory reps. IAPD ↗fund
$188.3M RAUM · 3 reps · (646) 766-8251 · emmettpartners.com
80
MAVEN EQUITY PARTNERS, LLC — (LARKSPUR, CA) is newly SEC-registered with $190.0M RAUM and 2 advisory reps. IAPD ↗fund
$190.0M RAUM · 2 reps · 415-203-8494 · mavenequitypartners.com
80
BD INVESTMENT PARTNERS, LLC — (RALEIGH, NC) is newly SEC-registered with $169.5M RAUM and 8 advisory reps. IAPD ↗fund
$169.5M RAUM · 8 reps · 919-609-7395 · bdipartners.com
80
FRONTLINE HEALTHCARE PARTNERS — (CHARLESTON, SC) is newly SEC-registered with $161.3M RAUM and 7 advisory reps. IAPD ↗fund
$161.3M RAUM · 7 reps · 854-500-9780 · frontlinehcp.com
80
YIELDPOINT — (NEW YORK, NY) is newly SEC-registered with $170.4M RAUM and 2 advisory reps. IAPD ↗fund
$170.4M RAUM · 2 reps · 646-493-3623
80
NIHON GLOBAL GROWTH PARTNERS MANAGEMENT, INC. — (NEW YORK, NY) is newly SEC-registered with $201.8M RAUM and 3 advisory reps. IAPD ↗fund
$201.8M RAUM · 3 reps · 929-265-0618 · nhggp.com
80
INTERALPEN PARTNERS, LLC — (OMAHA, NE) is newly SEC-registered with $208.0M RAUM and 8 advisory reps. IAPD ↗fund
$208.0M RAUM · 8 reps · 402-933-1223 · interalpenpartners.com
80
ARIA GROWTH PARTNERS LP — (NEW YORK, NY) is newly SEC-registered with $247.6M RAUM and 5 advisory reps. IAPD ↗fund
$247.6M RAUM · 5 reps · 2123909752
80
STONETREE INVESTMENT PARTNERS LLC — (DALLAS, TX) is newly SEC-registered with $193.0M RAUM and 5 advisory reps. IAPD ↗fund
$193.0M RAUM · 5 reps · 214-226-2665 · stonetreeinvest.com
80
CROSSLAYER CAPITAL MANAGEMENT LLC — (location n/a) is newly SEC-registered with $216.2M RAUM and 3 advisory reps. IAPD ↗fund
$216.2M RAUM · 3 reps · 415-797-1670 X100
80
SYNCRACY OPERATIONAL MANAGEMENT LLC — (location n/a) is newly SEC-registered with $193.1M RAUM and 4 advisory reps. IAPD ↗fund
$193.1M RAUM · 4 reps · 805-341-2023 · syncracy.io
80
TRIDENT MANAGEMENT LLC — (NEW YORK, NY) is newly SEC-registered with $150.4M RAUM and 8 advisory reps. IAPD ↗fund
$150.4M RAUM · 8 reps · 917-781-4811 · trident.co
80
ROOM40 CAPITAL LLC — (NEW YORK, NY) is newly SEC-registered with $209.0M RAUM and 5 advisory reps. IAPD ↗fund
$209.0M RAUM · 5 reps · 646-690-2810 · room40.capital
80
XPV MANAGEMENT LLC — (BEL AIR, CA) is newly SEC-registered with $144.4M RAUM and 14 advisory reps. IAPD ↗fund
$144.4M RAUM · 14 reps · 626-616-2017
80
WOVENEARTH VENTURES, LLC — (PALO ALTO, CA) is newly SEC-registered with $221.5M RAUM and 8 advisory reps. IAPD ↗fund
$221.5M RAUM · 8 reps · 650-683-1382
80
IVY EVERGREEN, LLC — (CHARLESTON, SC) is newly SEC-registered with $166.0M RAUM and 6 advisory reps. IAPD ↗fund
$166.0M RAUM · 6 reps · 843-606-6014 · ivyassetgroup.com
80
AVILA REAL ESTATE CAPITAL — (CORTE MADERA, CA) is newly SEC-registered with $226.7M RAUM and 20 advisory reps. IAPD ↗fund
$226.7M RAUM · 20 reps · 415-561-0600 · avilacapllc.com
80
SENTINEL GLOBAL — (SAN FRANCISCO, CA) is newly SEC-registered with $210.6M RAUM and 8 advisory reps. IAPD ↗fund
$210.6M RAUM · 8 reps · 707-652-3754 · sentinelglobal.xyz
80
LEONID CAPITAL PARTNERS, LLC — (HUNTINGTON BEACH, CA) is newly SEC-registered with $169.4M RAUM and 10 advisory reps. IAPD ↗fund
$169.4M RAUM · 10 reps · 562-548-0005 · leonidcp.com
80
THIRD GEAR CAPITAL MANAGEMENT LP — (HOUSTON, TX) is newly SEC-registered with $13.3M RAUM and 2 advisory reps. IAPD ↗fund
$13.3M RAUM · 2 reps · 346-440-0719 · thirdgearinvestments.com
80
KULTURA CAPITAL MANAGEMENT LP — (PARK CITY, UT) is newly SEC-registered with $119.4M RAUM and 4 advisory reps. IAPD ↗fund
$119.4M RAUM · 4 reps · 248-228-2875 · kulturacap.com
80
SAOTHAIR CAPITAL PARTNERS — (WAYNE, PA) is newly SEC-registered with $163.3M RAUM and 5 advisory reps. IAPD ↗fund
$163.3M RAUM · 5 reps · 484-658-3100
80
OWLHOUSE CAPITAL LP — (NEW YORK, NY) is newly SEC-registered with $184.9M RAUM and 2 advisory reps. IAPD ↗fund
$184.9M RAUM · 2 reps · 332-245-4051
80
O15 CAPITAL PARTNERS, LLC — (ATLANTA, GA) is newly SEC-registered with $242.3M RAUM and 7 advisory reps. IAPD ↗fund
$242.3M RAUM · 7 reps · 404-333-8579 · o15.com
80
SUNSTONE ASSET MANAGEMENT — (NEW YORK, NY) is newly SEC-registered with $181.2M RAUM and 3 advisory reps. IAPD ↗fund
$181.2M RAUM · 3 reps · 212-554-3110 · sunstoneam.com
80
BLKBRD ASSET MANAGEMENT — (OLD GREENWICH, CT) is newly SEC-registered with $174.9M RAUM and 4 advisory reps. IAPD ↗fund
$174.9M RAUM · 4 reps · 203-547-3771
80
TRIAVERA CAPITAL LLC — (LARKSPUR, CA) is newly SEC-registered with $198.7M RAUM and 1 advisory reps. IAPD ↗fund
$198.7M RAUM · 1 reps · 628-345-4922
80
AMPERSAND CAPITAL GROUP, L.P. — (BURLINGAME, CA) is newly SEC-registered with $176.7M RAUM and 1 advisory reps. IAPD ↗fund
$176.7M RAUM · 1 reps · 650-292-1700
80
SADDLE POINT MANAGEMENT, L.P. — (NEW YORK, NY) is newly SEC-registered with $6.6M RAUM and 3 advisory reps. IAPD ↗fund
$6.6M RAUM · 3 reps · 212-951-1223
80
SUPERBLOOM PARTNERS — (VENICE, CA) is newly SEC-registered with $238.7M RAUM and 6 advisory reps. IAPD ↗fund
$238.7M RAUM · 6 reps · 310-614-7198 · superbloompartners.com
80
LITFUND — (MILL VALLEY, CA) is newly SEC-registered with $214.8M RAUM and 3 advisory reps. IAPD ↗fund
$214.8M RAUM · 3 reps · (415) 720-2613 · lit-fund.com
80
SADDLEROCK CAPITAL MANAGEMENT LLC — (NEW YORK, NY) is newly SEC-registered with $155.9M RAUM and 3 advisory reps. IAPD ↗fund
$155.9M RAUM · 3 reps · 917-842-7451 · saddlerockcap.com
80
NORTHSANDS CAPITAL — (location n/a) is newly SEC-registered with $203.8M RAUM and 3 advisory reps. IAPD ↗fund
$203.8M RAUM · 3 reps · 772-356-9305
80
LEON CAPITAL MANAGEMENT, LLC — (DALLAS, TX) is newly SEC-registered with $60.5M RAUM and 17 advisory reps. IAPD ↗fund
$60.5M RAUM · 17 reps · 214-865-8082 · leoncapitalmanagement.com
80
MRWM CAPITAL MANAGEMENT, LLC — (NASHVILLE, TN) is newly SEC-registered with $7.3M RAUM and 3 advisory reps. IAPD ↗fund
$7.3M RAUM · 3 reps · 615-647-5882 · musicrowwealthmanagement.com
80
MARQUEE CAPITAL ADVISORS — (CHICAGO, IL) is newly SEC-registered with $95.5M RAUM and 5 advisory reps. IAPD ↗fund
$95.5M RAUM · 5 reps · (773) 404-2827 · marqueecapitaladvisors.com
70
VITTORIA AND PARTNERS LLP — (LONDON, United Kingdom) is newly SEC-registered with $3.65B RAUM and 2 advisory reps. IAPD ↗foreign
$3.65B RAUM · 2 reps · 442030393201 · vittoriapartners.com
70
EAST CAPITAL — (STOCKHOLM, Sweden) is newly SEC-registered with $3.17B RAUM and 22 advisory reps. IAPD ↗foreign
$3.17B RAUM · 22 reps · +46 8 505 97 777 · eastcapital.com
68
TIND ASSET MANAGEMENT — (OSLO, Norway) is newly SEC-registered with $319.0M RAUM and 2 advisory reps. IAPD ↗foreign
$319.0M RAUM · 2 reps · 47-970-44-440 · tindam.com
65
ORIGEM INTERNATIONAL ADVISORY LLC — (PORTO ALEGRE, RIO GRANDE DO SUL, Brazil) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗foreign
$0 RAUM · 1 reps · 555131094001
65
442 CAPITAL PTY LTD — (SOUTH MELBOURNE, Australia) is newly SEC-registered with $150.0M RAUM and 2 advisory reps. IAPD ↗foreign
$150.0M RAUM · 2 reps · 0400 581 801 · 442capital.com.au
65
BLUE3 INVESTMENTS LLC — (SAO PAULO, Brazil) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗foreign
$0 RAUM · 1 reps · +55 11 4858-3040
65
PROTIUM CAPITAL LIMITED — (HONG KONG, Hong Kong) is newly SEC-registered with $210.0M RAUM and 4 advisory reps. IAPD ↗foreign
$210.0M RAUM · 4 reps · 852 2168 0790
65
CLARITY CROSS BORDER PLANNING — (EDMONTON, ALBERTA, Canada) is newly SEC-registered with $0 RAUM and 1 advisory reps. IAPD ↗foreign
$0 RAUM · 1 reps · 1-800-914-6577 · claritycrossborder.com
60
OPTIMIZED INVESTMENT PARTNERS, LLC — crossed $500M in regulatory AUM ($383.0M -> $538.0M). IAPD ↗institutional
$538.0M RAUM · 2 reps · 858-335-1141 · optimizedip.com
60
VARIADIC LLC — reported RAUM up 315% ($25.0M -> $103.6M). IAPD ↗institutional
$103.6M RAUM · 11 reps · 646-384-8680 · variadic.com
57
BANYAN ALPHA INVESTMENT L.P. — reported RAUM up 70% ($254.9M -> $433.9M). IAPD ↗fund
$433.9M RAUM · 4 reps · 650-254-6608 · banyanalpha.com
55
BROOKFIELD ASSET MANAGEMENT PIC BMG, LLC — crossed $500M in regulatory AUM ($409.7M -> $614.4M). IAPD ↗fund
$614.4M RAUM · 914 reps · 212-417-7000 · brookfield.com
55
RUSHMONT CAPITAL MANAGEMENT — reported RAUM up 138% ($58.3M -> $139.0M). IAPD ↗fund
$139.0M RAUM · 4 reps · 1-212-680-4980 · rushmont.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.