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NORCAP INVESTMENT MANAGEMENT, L.P.

AUSTIN, TX · CRD 132975 · IAPD ↗ · norcapfunds.com · 972-701-8813

$350.6MRegulatory AUM
6Advisory reps
8Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2025 — NORCAP INVESTMENT MANAGEMENT, L.P. reported RAUM up 54% ($204.4M -> $314.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.