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ARCAPITA INVESTMENT MANAGEMENT US INC.

ATLANTA, GA · CRD 168148 · IAPD ↗ · arcapita.com · (404) 920-9000

$607.3MRegulatory AUM
8Advisory reps
8Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — ARCAPITA INVESTMENT MANAGEMENT US INC. shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2026 — ARCAPITA INVESTMENT MANAGEMENT US INC. crossed $500M in regulatory AUM ($490.8M -> $674.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
50
December 2025 — ARCAPITA INVESTMENT MANAGEMENT US INC. reported RAUM up 38% ($356.7M -> $490.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
October 2024 — ARCAPITA INVESTMENT MANAGEMENT US INC. reported RAUM up 27% ($280.4M -> $356.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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