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HOLLYPORT CAPITAL LLP

LONDON, United Kingdom · CRD 289306 · IAPD ↗ · hollyportcapital.com · +44 207 478 3970

$12.20BRegulatory AUM
56Advisory reps
84Employees
0Clients
n/aPlanning clients
8Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

25
July 2026 — HOLLYPORT CAPITAL LLP shrank from 65 to 56 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
July 2026 — HOLLYPORT CAPITAL LLP reported RAUM up 108% ($5.86B -> $12.20B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
July 2025 — HOLLYPORT CAPITAL LLP grew from 56 to 65 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
43
July 2024 — HOLLYPORT CAPITAL LLP reported RAUM up 67% ($3.16B -> $5.28B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
July 2024 — HOLLYPORT CAPITAL LLP grew from 48 to 56 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.