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ENCOMPASS CAPITAL ADVISORS LLC

NEW YORK, NY · CRD 160113 · IAPD ↗ · encompasscap.com · 646-351-8450

$4.84BRegulatory AUM
12Advisory reps
19Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
April 2026 — ENCOMPASS CAPITAL ADVISORS LLC grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2025 — ENCOMPASS CAPITAL ADVISORS LLC reported RAUM up 25% ($3.83B -> $4.80B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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