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COMMODORE CAPITAL

NEW YORK, NY · CRD 304370 · IAPD ↗ · commodorecapital.com · 212-256-8600

$2.37BRegulatory AUM
6Advisory reps
12Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — COMMODORE CAPITAL reported RAUM up 34% ($1.76B -> $2.37B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
April 2025 — COMMODORE CAPITAL reported RAUM up 30% ($1.36B -> $1.76B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — COMMODORE CAPITAL now reports custody of client assets ($1.76B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2024 — COMMODORE CAPITAL crossed $1B in regulatory AUM ($814.6M -> $1.36B).
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.