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DISTILLATE CAPITAL PARTNERS LLC

CHICAGO, IL · CRD 297521 · IAPD ↗ · distillatecapital.com · 312-270-1212

$2.11BRegulatory AUM
3Advisory reps
4Employees
1Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

58
March 2025 — DISTILLATE CAPITAL PARTNERS LLC reported RAUM up 40% ($1.61B -> $2.25B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
20
April 2024 — DISTILLATE CAPITAL PARTNERS LLC changed its website from distillatefunds.com to distillatecapital.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
75
April 2024 — DISTILLATE CAPITAL PARTNERS LLC crossed $1B in regulatory AUM ($924.1M -> $1.61B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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