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ADVANTAGE ALPHA CAPITAL PARTNERS LP

SAN FRANCISCO, CA · CRD 297816 · IAPD ↗ · (415) 343-7077

$521.4MRegulatory AUM
5Advisory reps
6Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
February 2026 — ADVANTAGE ALPHA CAPITAL PARTNERS LP (SAN FRANCISCO, CA) left the SEC roster (was $521.4M RAUM, 5 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
38
April 2024 — ADVANTAGE ALPHA CAPITAL PARTNERS LP shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — ADVANTAGE ALPHA CAPITAL PARTNERS LP crossed $500M in regulatory AUM ($492.9M -> $543.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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