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STAPLE STREET CAPITAL

NEW YORK, NY · CRD 173785 · IAPD ↗ · staplestreetcapital.com · 212-613-3100

$622.2MRegulatory AUM
23Advisory reps
24Employees
0Clients
n/aPlanning clients
4Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2026 — STAPLE STREET CAPITAL reported RAUM down 29% ($881.8M -> $622.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
59
April 2024 — STAPLE STREET CAPITAL grew from 19 to 25 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.