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REALIZATION CAPITAL PARTNERS MANAGEMENT LLC

· CRD 304264 · IAPD ↗ · realicap.com · 650-444-5874

$574.2MRegulatory AUM
6Advisory reps
8Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — REALIZATION CAPITAL PARTNERS MANAGEMENT LLC added office(s): 5 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — REALIZATION CAPITAL PARTNERS MANAGEMENT LLC crossed $500M in regulatory AUM ($495.2M -> $565.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
38
April 2024 — REALIZATION CAPITAL PARTNERS MANAGEMENT LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2024 — REALIZATION CAPITAL PARTNERS MANAGEMENT LLC reported RAUM up 40% ($342.3M -> $477.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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