ASANA PARTNERS, LP

CRD 284477 · SEC 801-108166

2151 HAWKINS STREET, SUITE 1100, CHARLOTTE, NC, 28203, United States

Phone

704-423-1660

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$8.35B

Discretionary AUM

$7.83B

Team

125 total employees; 61 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Partnership

Filing date

2026-04-28

Disciplinary history

Services

Portfolio management (pooled vehicles)

Type	Clients	AUM
Pooled investment vehicles	9	$8.35B

CO, GA, NC, SC

Official SEC filing: View on IAPD