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ALLEGIANT REAL ESTATE CAPITAL, LP

NEW YORK, NY · CRD 285525 · IAPD ↗ · allegiantrec.com · 646-362-0311

$326.0MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

53
February 2026 — ALLEGIANT REAL ESTATE CAPITAL, LP (NEW YORK, NY) left the SEC roster (was $326.0M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
63
April 2025 — ALLEGIANT REAL ESTATE CAPITAL, LP reported RAUM up 451% ($59.1M -> $326.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — ALLEGIANT REAL ESTATE CAPITAL, LP reported RAUM up 101% ($29.4M -> $59.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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