PARAFI CAPITAL LP
NEW YORK, NY · CRD 294670 · IAPD ↗ · parafi.com · (203) 326-1321
$1.82BRegulatory AUM
7Advisory reps
21Employees
0Clients
n/aPlanning clients
15Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status
Filing changes
50
April 2026 — PARAFI CAPITAL LP reported RAUM up 30% ($1.40B -> $1.82B).
Portfolio / reporting / TAMPCRMFinancial planning software
40
July 2025 — PARAFI CAPITAL LP added office(s): 1 -> 2 additional locations.
Office IT & facilitiesCRMRecruiting & transitions
32
April 2025 — PARAFI CAPITAL LP notice-filed in CA.
ComplianceMarketing & brand
70
April 2025 — PARAFI CAPITAL LP crossed $1B in regulatory AUM ($945.0M -> $1.40B).
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
38
March 2025 — PARAFI CAPITAL LP added office(s): 0 -> 1 additional locations.
Office IT & facilitiesCRMRecruiting & transitions
33
April 2024 — PARAFI CAPITAL LP moved its main office from GREENWICH, CT to NEW YORK, NY.
Office IT & facilitiesMarketing & brand
52
April 2024 — PARAFI CAPITAL LP reported RAUM up 49% ($632.2M -> $945.0M).
Portfolio / reporting / TAMPCRMFinancial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.