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NEW 2ND CAPITAL

NEW YORK, NY · CRD 292254 · IAPD ↗ · 2129139983

$2.38BRegulatory AUM
12Advisory reps
20Employees
0Clients
n/aPlanning clients
15Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2024 — NEW 2ND CAPITAL reported RAUM up 25% ($1.48B -> $1.85B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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