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YAUPON CAPITAL MANAGEMENT LP

NEW YORK, NY · CRD 298556 · IAPD ↗ · 646-755-3825

$4.68BRegulatory AUM
14Advisory reps
20Employees
0Clients
n/aPlanning clients
2Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — YAUPON CAPITAL MANAGEMENT LP reported RAUM up 29% ($3.65B -> $4.68B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2026 — YAUPON CAPITAL MANAGEMENT LP grew from 11 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
April 2025 — YAUPON CAPITAL MANAGEMENT LP reported RAUM up 30% ($2.80B -> $3.65B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2024 — YAUPON CAPITAL MANAGEMENT LP reported RAUM up 62% ($1.43B -> $2.32B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2024 — YAUPON CAPITAL MANAGEMENT LP grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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