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&Partners CRD 3767
$30.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-08-12 |
| NY | RA | APPROVED | 2025-07-16 |
Branch Locations
4480 Cox Road Suite 103, Glen Allen, VA 23060 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| &Partners | Nashville | TN | 07/2025 | Present |
| Outfin Group | Locust Valley | NY | 01/2023 | 05/2025 |
| Permian Investment Partners | New York | NY | 03/2020 | 01/2023 |
| First Manhattan Co. | New York | NY | 03/2019 | 03/2020 |
| Highline Capital Management | New York | NY | 06/2012 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-30 |
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