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SESSA CAPITAL

NEW YORK, NY · CRD 166403 · IAPD ↗ · sessacapital.com · 212-257-4410

$7.52BRegulatory AUM
7Advisory reps
13Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

56
April 2026 — SESSA CAPITAL reported RAUM up 59% ($4.72B -> $7.52B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
April 2025 — SESSA CAPITAL reported RAUM up 30% ($3.62B -> $4.72B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
52
April 2024 — SESSA CAPITAL reported RAUM up 39% ($2.60B -> $3.62B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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