← Tributary

DAVID CAPITAL PARTNERS, LLC

CHICAGO, IL · CRD 291910 · IAPD ↗ · (312) 878-0260

$86.0MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — DAVID CAPITAL PARTNERS, LLC (CHICAGO, IL) left the SEC roster (was $86.0M RAUM, 3 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
45
April 2025 — DAVID CAPITAL PARTNERS, LLC reported RAUM down 54% ($188.4M -> $86.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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