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SDC CAPITAL PARTNERS, LLC

NEW YORK, NY · CRD 291389 · IAPD ↗ · sdccapitalpartners.com · 212-813-6700

$9.48BRegulatory AUM
21Advisory reps
44Employees
0Clients
0Planning clients
11Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2025 — SDC CAPITAL PARTNERS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
59
April 2025 — SDC CAPITAL PARTNERS, LLC reported RAUM up 71% ($4.50B -> $7.68B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
April 2025 — SDC CAPITAL PARTNERS, LLC grew from 18 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2024 — SDC CAPITAL PARTNERS, LLC grew from 15 to 18 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.