154 Partners Investment Management LLC: new SEC registration, $438M AUM, New York, NY
154 Partners Investment Management LLC (New York, New York): new SEC registration, $438M AUM, New York, NY. Its amount of 438 is above the median of 135 (85th percentile). Dated 92 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 438 · 85th percentile of 1,225 NewRiaPulse records · 3.2x the median
Free preview: all 11 published fields of this record are shown below. Locked: 191 related NY NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | 154 Partners Investment Management LLC |
| Legal name | 154 Partners Investment Management LLC |
| CRD | 333601 |
| Status | Approved |
| Registered with the SEC | 2026-08-05 |
| Latest Form ADV filing | 2026-07-15 |
| Location | New York, NY, United States |
| Regulatory AUM | $438,052,328 |
| Accounts | 4 |
| Employees | 13 |
| Website | https://www.linkedin.com/company/154-partners/ |
| amount percentile | 85th of 1,225 (median 135, 3.2x median) |
| Peer records CSV (192 NY records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-05
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (NY first): Park Square Capital USA LP · Silver Rock Capital Partners · Alesco Advisors, LLC, An Esl Company · Bonaccord Capital Partners · Ramp Advisory LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: 154 Partners Investment Management LLC and 192 New York peers
- New York NewRiaPulse records like this one: 192
- 154 Partners Investment Management LLC's amount: 85th percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New York peer: $38,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $438M under management.
- Website on file.
What is the NewRiaPulse record for 154 Partners Investment Management LLC in New York, New York?
154 Partners Investment Management LLC received SEC registration as an investment adviser (2026-08-05) with $438,052,328 in regulatory assets under management, based in New York, NY.
How does 154 Partners Investment Management LLC compare to other New York NewRiaPulse records?
Its amount of 438 sits in the upper half (85th percentile) of 1,225 records; the median is 135. It is 92 days old; check the official source for later updates before acting.
154 Partners Investment Management LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| 154 Partners Investment Management LLC | New York, NY | 438 | 85th | 2026-08-05 |
| Presidio Group Advisors | Walnut Creek, CA | 439 | 85th | 2026-10-22 |
| Clean Energy Venture Management, LLC | Boston, MA | 416 | 84th | 2026-10-21 |
| New Paradigm Capital Management, LLC | Great Falls, VA | 167 | 61st | 2026-10-16 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.