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1505 CAPITAL LLC

NEW YORK, NY · CRD 298880 · IAPD ↗ · 646-978-5329

$485.7MRegulatory AUM
5Advisory reps
11Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

38
February 2025 — 1505 CAPITAL LLC reported RAUM down 65% ($1.63B -> $566.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
April 2024 — 1505 CAPITAL LLC shrank from 7 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
59
April 2024 — 1505 CAPITAL LLC reported RAUM up 48% ($1.10B -> $1.63B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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