NEWPORT BEACH, CACRD 338735Latest ADV April 30, 2026
Twenty-Five Capital Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated April 30, 2026, reports $55M in regulatory assets under management, 3 employees, 1 office, and 172 accounts.
Top client segmentIndividuals represent 71.8% of total clients.
Top client categories% of clientsClients
1
Individuals
71.8%
51
2
HNWI
28.2%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$55Mas of April 30, 2026
Discretionary100.0%
$55M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$55M
Total Accounts172
10Y AUM Change+$55M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee24:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.