This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0

Regulatory AUM

$913MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$52.2M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

6

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

11

Private funds

3Schedule D 7.B(1)

SEC number

801-76820

CRD

164189

Filings on the tape

30

First filed

Jun 14, 2012

Latest filed

Mar 31, 2026

Organised

Limited Partnership, DE

Website

s2adv.com

• Occurred

  Mar 30, 2023
  Regulatory AUM changed

  System 2 Advisors, L.P. reported RAUM $450.0M, up 36% from $331.0M (2022-11-18 to 2023-03-30)

  Form ADVobserved 4 days ago
  $119M
• Occurred

  Mar 31, 2022
  Regulatory AUM changed

  System 2 Advisors, L.P. reported RAUM $331.0M, up 72% from $193.0M (2021-03-16 to 2022-03-31)

  Form ADVobserved 4 days ago
  $138M
• Occurred

  Jun 14, 2012
  First Form ADV filing

  System 2 Advisors, L.P. filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bf1e4d77-1b0c-bdf3-1ba4-2694151b5934

First observed

Jun 14, 2012

Last observed

Mar 31, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.