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CAPITAL PARTNERS HOLDINGS, INC.

NORWALK, CT · CRD 161657 · IAPD ↗ · heartwoodpartners.com · 203-625-0770

$1.16BRegulatory AUM
21Advisory reps
25Employees
0Clients
n/aPlanning clients
15Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2024 — CAPITAL PARTNERS HOLDINGS, INC. (NORWALK, CT) left the SEC roster (was $1.16B RAUM, 21 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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