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VOSS CAPITAL, LP

HOUSTON, TX · CRD 158929 · IAPD ↗ · 832-592-1782

$1.94BRegulatory AUM
6Advisory reps
11Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2026 — VOSS CAPITAL, LP reported RAUM up 36% ($1.42B -> $1.94B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
July 2024 — VOSS CAPITAL, LP filed an Item 4A succession naming VOSS CAPITAL LLC (CRD 158929) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
45
July 2024 — VOSS CAPITAL LLC is now doing business as VOSS CAPITAL, LP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
July 2024 — VOSS CAPITAL, LP crossed $1B in regulatory AUM ($937.0M -> $1.22B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
April 2024 — VOSS CAPITAL LLC reported RAUM up 54% ($608.4M -> $937.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — VOSS CAPITAL LLC grew from 3 to 5 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.