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COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP

Advisory

N·NEW YORK, NY

Data as of Feb 13, 2026 · Source: SEC Form ADV

Total AUM
$327M
1-Year AUM Growth
+58.2%
3-Year CAGR
+32.2%
Employees
8
Assets Under Management
Total AUM$327M
Discretionary AUM$327M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients6
Team
Total Employees8
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record8
First FilingJan 28, 2020
Latest FilingFeb 13, 2026
🔒 Full AUM trend chart and 8 historical filings spanning 6+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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