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PARTHENON CAPITAL PARTNERS

SAN FRANCISCO, CA · CRD 157398 · IAPD ↗ · 415-913-3900

$13.35BRegulatory AUM
36Advisory reps
40Employees
1Clients
n/aPlanning clients
14Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2024 — PARTHENON CAPITAL PARTNERS reported RAUM up 82% ($7.10B -> $12.95B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2024 — PARTHENON CAPITAL PARTNERS grew from 31 to 39 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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