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NEW STATE CAPITAL PARTNERS

NEW ROCHELLE, NY · CRD 170409 · IAPD ↗ · 212-675-1600

$1.95BRegulatory AUM
22Advisory reps
35Employees
0Clients
n/aPlanning clients
19Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

56
April 2026 — NEW STATE CAPITAL PARTNERS reported RAUM up 56% ($1.25B -> $1.95B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
April 2026 — NEW STATE CAPITAL PARTNERS grew from 18 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — NEW STATE CAPITAL PARTNERS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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