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CENDANA CAPITAL

SAN FRANCISCO, CA · CRD 165555 · IAPD ↗ · 650-346-2914

$2.37BRegulatory AUM
7Advisory reps
13Employees
0Clients
n/aPlanning clients
17Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2026 — CENDANA CAPITAL reported RAUM up 36% ($1.74B -> $2.37B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2026 — CENDANA CAPITAL grew from 5 to 7 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.