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ALLIANZ CAPITAL PARTNERS OF AMERICA LLC

NEW YORK, NY · CRD 161684 · IAPD ↗ · allianzcapitalpartners.com · 212-739-3000

$6.35BRegulatory AUM
30Advisory reps
30Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2024 — ALLIANZ CAPITAL PARTNERS OF AMERICA LLC reported RAUM up 103% ($2.31B -> $4.70B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — ALLIANZ CAPITAL PARTNERS OF AMERICA LLC grew from 17 to 32 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.