Epilog Partners, LP.: new SEC registration, $182M AUM, Boston, MA
Epilog Partners, LP. (Boston, Massachusetts): new SEC registration, $182M AUM, Boston, MA. Its amount of 182 is above the median of 134 (65th percentile). Dated 350 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, 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: 182 · 65th percentile of 1,149 NewRiaPulse records · 1.4x the median
Free preview: all 11 published fields of this record are shown below. Locked: 37 related MA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Epilog Partners, LP. |
| Legal name | Epilog Partners, LP. |
| CRD | 325368 |
| Status | Approved |
| Registered with the SEC | 2025-11-20 |
| Latest Form ADV filing | 2026-04-07 |
| Location | Boston, MA, United States |
| Regulatory AUM | $181,550,303 |
| Accounts | 2 |
| Employees | 3 |
| Website | https://www.linkedin.com/company/epilog-partners/about/ |
| amount percentile | 65th of 1,149 (median 134, 1.4x median) |
| Peer records CSV (38 MA 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: 2025-11-20
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (MA first): 71 West Capital Partners · Eterna Growth Partners · Brookwood Advisors, LLC · Pearson Financial Services · Arborstone Financial, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Epilog Partners, LP. and 38 Massachusetts peers
- Massachusetts NewRiaPulse records like this one: 38
- Epilog Partners, LP.'s amount: 65th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Massachusetts peer: $7,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $182M under management.
- Website on file.
What is the NewRiaPulse record for Epilog Partners, LP. in Boston, Massachusetts?
Epilog Partners, LP. received SEC registration as an investment adviser (2025-11-20) with $181,550,303 in regulatory assets under management, based in Boston, MA.
How does Epilog Partners, LP. compare to other Massachusetts NewRiaPulse records?
Its amount of 182 sits in the upper half (65th percentile) of 1,149 records; the median is 134. It is 350 days old; check the official source for later updates before acting.
Epilog Partners, LP. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Epilog Partners, LP. | Boston, MA | 182 | 65th | 2025-11-20 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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- Leonard Advisory Group LLC
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- Cs Tomasi Wealth Management
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- Herndon Plant Oakley LTD
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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.