Full text of AERIS PARTNERS LLC's X-17A-5 filed 2026-03-13 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** | OMR APPROVAi | |---------------------------| | 0MB Number. 3235--0123 | | Expires: Nov. 30, 2026 | | Estimated average burden, | | hours per response: 12 | | | | SEC FILE NUMBER | 8-68579 # **ANNUAL REPORTS FORM X-17A-5 PARTIII** FACING **PAGE** Information Required Pursuant to Rules 17a-5, 17a-12, and lSa-7 under the Securities Exchange Act of 1934 FILING FOR THE PERIOD BEGINNING O 1/01/2025 MM/DD/VY AND ENDING 12/31/2025 MM/OD/VY **A. REGISTRANT** IDENTIFICATION NAME oF FIRM: Aeris Partners LLC TYPE OF REGISTRANT (check all applicable boxes): G:l Broker-dealer D Security-based swap dealer □ Major security-based swap participant D Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | B. ACCOUNTANT IDENTIFICATION | | | | | |----------------------------------------------|------------------------------|------------------------|--|--| | (Name) | (Area Code-Telephone Number) | (Email Address) | | | | David W. Joncas | (617) 751-4017 | dwj@aerispartners.c;om | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | (City) | (State) | (Zip Code) | | | | Boston | MA | 02116 | | | | | (No. and Street) | | | | | 500 Boylston Street, 18th Floor | | | | | **INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this** filing\* # Morris & Morris, P.C. | (Name-if individual, state last, first, and middle name) | | | | | | | |----------------------------------------------------------|--|--|--|--|--|--| | 02494 | | | | | | | | (Zip Code) | | | | | | | | | | | | | | | | (PCAOB Registration Number, if applicable) | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | \* Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-5(e)(ll(ii), if applicable. Persons who are to respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid 0MB control number. {1}------------------------------------------------  #### OATH OR AFFIRMATION | I, David W. Joncas | swear (or affirm) that, to the best of my knowledge and belief, the | | |--------------------------------------------…Read the full text as markdown